+37.8%
COIN vs APH
+269.8%
-232.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.3% |
| 7D | -5.3% | +4.9% | -10.2% | -8.2% |
| 30D | -26.2% | -5.4% | -20.8% | -24.1% |
| 3M | -17.1% | -5.5% | -11.6% | -15.4% |
| 6M | -36.7% | +25.9% | -62.7% | -48.4% |
| YTD | -43.6% | +16.4% | -59.9% | -54.6% |
| 1Y | -54.9% | +16.5% | -71.4% | -64.0% |
| 3Y | +37.8% | +270.9% | -233.1% | -50.5% |
| All | +37.8% | +269.8% | -232.0% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling