+282.2%
APH vs CPNG
-44.9%
+327.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.3% |
| 7D | -5.9% | +13.4% | -19.3% | -8.3% |
| 30D | -14.8% | +10.0% | -24.8% | -16.5% |
| 3M | -12.4% | -0.4% | -12.1% | -12.7% |
| 6M | +8.1% | -8.9% | +17.0% | +8.9% |
| YTD | +10.9% | -30.9% | +41.9% | +16.6% |
| 1Y | +8.8% | -43.8% | +52.6% | +18.5% |
| 3Y | +262.1% | -2.5% | +264.5% | +254.9% |
| All | +282.2% | -44.9% | +327.1% | +266.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling