+279.0%
APH vs CSX
+74.1%
+204.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.3% |
| 7D | -5.0% | +0.7% | -5.7% | -5.2% |
| 30D | -8.4% | +8.1% | -16.4% | -10.7% |
| 3M | -4.5% | +2.2% | -6.7% | -5.3% |
| 6M | +25.3% | +14.6% | +10.7% | +19.0% |
| YTD | +18.9% | +42.2% | -23.3% | +4.2% |
| 1Y | +11.9% | +47.3% | -35.4% | -3.2% |
| All | +279.0% | +74.1% | +204.9% | +193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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