+285.6%
APH vs CSGP
-61.9%
+347.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | +5.0% | -4.1% | +9.0% | +5.3% |
| 30D | -3.9% | +2.3% | -6.2% | -4.2% |
| 3M | +13.0% | -8.2% | +21.1% | +14.2% |
| 6M | +25.2% | -35.1% | +60.2% | +34.8% |
| YTD | +22.9% | -54.0% | +77.0% | +42.2% |
| 1Y | +47.8% | -65.3% | +113.1% | +84.8% |
| All | +285.6% | -61.9% | +347.5% | +363.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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