+29,915.3%
CAT vs APH
+132,206.3%
-102,291.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.4% |
| 7D | +1.7% | +5.0% | -3.2% | 0.0% |
| 30D | -6.6% | -3.9% | -2.7% | -5.4% |
| 3M | -13.3% | +13.0% | -26.3% | -16.8% |
| 6M | +11.6% | +25.2% | -13.5% | +2.9% |
| YTD | +42.9% | +22.9% | +20.0% | +31.4% |
| 1Y | +95.4% | +47.8% | +47.6% | +68.6% |
| 3Y | +196.6% | +283.0% | -86.4% | +85.4% |
| 5Y | +321.7% | +349.7% | -28.0% | +149.9% |
| 10Y | +1,140.8% | +1,061.2% | +79.6% | +461.2% |
| All | +29,915.3% | +132,206.3% | -102,291.0% | +6,950.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling