+930.0%
APH vs CTSH
+34.5%
+895.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | +4.9% | -2.1% | +7.0% | +5.6% |
| 30D | -5.4% | +1.4% | -6.8% | -7.1% |
| 3M | -5.5% | +7.5% | -12.9% | -10.3% |
| 6M | +25.9% | +39.6% | -13.7% | +4.1% |
| YTD | +16.4% | -22.3% | +38.7% | +24.6% |
| 1Y | +16.5% | -12.0% | +28.4% | +16.7% |
| 3Y | +270.9% | +1.8% | +269.1% | +238.0% |
| 5Y | +289.5% | -15.8% | +305.3% | +284.5% |
| All | +930.0% | +34.5% | +895.5% | +723.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH 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 10y: compounded portfolio wealth divided by compounded CTSH 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…
10y analysis · Full analysis span regression · 6 months rolling