+131.8%
APH vs CYCU
-99.9%
+231.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.2% | -5.0% | -6.1% |
| 7D | -2.4% | +1.2% | -3.6% | -2.4% |
| 30D | -9.5% | -31.5% | +22.1% | -9.0% |
| 3M | -7.6% | -62.0% | +54.4% | -6.7% |
| 6M | +12.4% | -67.4% | +79.8% | +9.7% |
| YTD | +17.5% | -88.6% | +106.1% | +16.3% |
| 1Y | +16.4% | -88.5% | +104.9% | +14.2% |
| All | +131.8% | -99.9% | +231.7% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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