+291.1%
APH vs CPNG
-15.6%
+306.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.2% |
| 7D | +5.0% | -7.4% | +12.4% | +6.8% |
| 30D | -3.9% | -4.4% | +0.6% | -3.1% |
| 3M | +13.0% | -7.5% | +20.5% | +14.1% |
| 6M | +25.2% | -19.9% | +45.1% | +29.7% |
| YTD | +22.9% | -35.2% | +58.1% | +33.6% |
| 1Y | +47.8% | -46.8% | +94.6% | +68.2% |
| All | +291.1% | -15.6% | +306.6% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CPNG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling