+113.7%
COIN vs APH
+280.5%
-166.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.5% |
| 7D | -10.6% | -2.2% | -8.4% | -9.3% |
| 30D | +16.0% | -4.0% | +20.0% | +18.6% |
| 3M | +11.9% | +7.7% | +4.2% | +4.2% |
| 6M | -12.3% | +17.8% | -30.1% | -25.4% |
| YTD | -23.8% | +19.2% | -43.0% | -39.0% |
| 1Y | -45.4% | +35.7% | -81.1% | -61.8% |
| All | +113.7% | +280.5% | -166.8% | -49.1% |
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 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