+67.8%
CHYM vs APTV
-46.4%
+114.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.6% | +1.3% | +4.8% |
| 7D | +3.7% | -1.9% | +5.6% | +4.1% |
| 30D | +5.6% | -1.4% | +7.0% | +5.9% |
| 3M | +19.7% | -9.3% | +29.1% | +22.2% |
| 6M | +35.3% | -27.3% | +62.6% | +43.1% |
| YTD | +18.7% | -43.1% | +61.8% | +38.3% |
| 1Y | +67.8% | -46.5% | +114.3% | +110.1% |
| All | +67.8% | -46.4% | +114.2% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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