+37.8%
CHYM vs APA
+101.6%
-63.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | -2.3% | +4.6% | -6.8% | -2.0% |
| 30D | +4.4% | +11.9% | -7.5% | +5.1% |
| 3M | +91.3% | +22.5% | +68.8% | +94.1% |
| 6M | +44.0% | +37.5% | +6.4% | +41.6% |
| YTD | +31.1% | +87.2% | -56.0% | +25.3% |
| 1Y | +37.8% | +101.4% | -63.6% | +35.1% |
| All | +37.8% | +101.6% | -63.8% | +35.1% |
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