+192.8%
APD vs GEN
+147.0%
+45.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.8% |
| 7D | +2.2% | -3.0% | +5.1% | +2.6% |
| 30D | +9.4% | +24.7% | -15.3% | +5.5% |
| 3M | +4.7% | +4.1% | +0.5% | +3.4% |
| 6M | +5.5% | +36.0% | -30.5% | -0.6% |
| YTD | +31.4% | +10.9% | +20.6% | +27.7% |
| 1Y | +24.1% | +12.2% | +12.0% | +20.4% |
| 3Y | +28.8% | +63.3% | -34.5% | +16.3% |
| 5Y | +15.8% | +29.0% | -13.3% | +7.1% |
| All | +192.8% | +147.0% | +45.8% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling