+67.8%
CHYM vs APA
+107.6%
-39.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -6.9% | +12.8% | +5.4% |
| 7D | +3.7% | -13.0% | +16.7% | +2.8% |
| 30D | +5.6% | +2.0% | +3.6% | +5.5% |
| 3M | +19.7% | +24.9% | -5.2% | +22.0% |
| 6M | +35.3% | +7.2% | +28.1% | +35.9% |
| YTD | +18.7% | +87.1% | -68.4% | +15.6% |
| 1Y | +67.8% | +107.2% | -39.4% | +65.6% |
| All | +67.8% | +107.6% | -39.8% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling