+97.5%
CNC vs APD
+25.0%
+72.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.4% |
| 7D | +2.2% | +3.8% | -1.6% | +1.3% |
| 30D | +1.6% | +8.2% | -6.6% | +0.3% |
| 3M | +7.9% | +4.3% | +3.6% | +7.2% |
| 6M | +21.2% | +4.7% | +16.5% | +20.4% |
| YTD | +73.2% | +31.5% | +41.6% | +63.0% |
| 1Y | +97.5% | +23.5% | +73.9% | +89.1% |
| All | +97.5% | +25.0% | +72.5% | +89.1% |
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