+35.1%
APD vs GEN
+20.2%
+14.9%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.0% | -2.1% | +1.8% |
| 7D | +3.8% | +26.9% | -23.1% | +3.2% |
| 30D | +14.1% | +38.6% | -24.5% | +13.4% |
| 3M | +8.2% | +9.7% | -1.6% | +7.4% |
| 6M | +7.5% | +58.9% | -51.4% | +7.9% |
| YTD | +31.7% | +15.3% | +16.3% | +39.1% |
| 1Y | +35.1% | +21.8% | +13.3% | +42.2% |
| All | +35.1% | +20.2% | +14.9% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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