-50.7%
COIN vs APH
+16.5%
-67.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.2% | +10.3% | +6.1% |
| 7D | -6.7% | -2.4% | -4.3% | -6.1% |
| 30D | -19.5% | -9.5% | -10.0% | -17.2% |
| 3M | +0.5% | -7.6% | +8.1% | +2.4% |
| 6M | -25.4% | +12.4% | -37.8% | -29.5% |
| YTD | -33.0% | +17.5% | -50.5% | -43.1% |
| 1Y | -50.7% | +16.4% | -67.1% | -58.1% |
| All | -50.7% | +16.5% | -67.2% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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