+310.3%
APH vs CPRT
-14.6%
+324.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.6% | +6.6% | +7.7% |
| 7D | +1.1% | +1.6% | -0.5% | +0.5% |
| 30D | -7.5% | +18.8% | -26.3% | -12.7% |
| 3M | -4.4% | +9.4% | -13.8% | -8.3% |
| 6M | +26.5% | -4.4% | +30.9% | +27.1% |
| YTD | +20.0% | -17.1% | +37.2% | +27.4% |
| 1Y | +16.9% | -19.9% | +36.8% | +25.9% |
| 3Y | +288.5% | -30.5% | +319.0% | +335.6% |
| 5Y | +310.3% | -15.9% | +326.2% | +289.7% |
| All | +310.3% | -14.6% | +324.9% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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