+134.0%
CNC vs APD
+6.0%
+127.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.5% | -1.3% |
| 7D | +3.5% | -2.2% | +5.8% | +3.9% |
| 30D | +0.1% | +2.1% | -2.0% | -0.2% |
| 3M | +6.9% | +7.2% | -0.3% | +5.8% |
| 6M | +49.0% | +11.2% | +37.8% | +46.4% |
| YTD | +62.9% | +24.4% | +38.5% | +54.5% |
| 1Y | +134.0% | +6.7% | +127.3% | +149.7% |
| All | +134.0% | +6.0% | +127.9% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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