-46.6%
COIN vs APH
+417.4%
-464.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.8% | -2.4% |
| 7D | -5.1% | +1.4% | -6.5% | -6.3% |
| 30D | +17.6% | -1.2% | +18.8% | +18.1% |
| 3M | +9.2% | +10.3% | -1.0% | -3.7% |
| 6M | -11.8% | +25.2% | -37.0% | -34.7% |
| YTD | -22.5% | +24.6% | -47.1% | -46.3% |
| 1Y | -45.9% | +41.4% | -87.3% | -68.8% |
| 3Y | +117.4% | +297.8% | -180.4% | -73.8% |
| 5Y | -29.4% | +366.0% | -395.4% | -92.8% |
| All | -46.6% | +417.4% | -464.0% | -94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling