+183.2%
APD vs GEN
+151.0%
+32.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -0.2% | +1.0% | -1.2% | -0.4% |
| 30D | +11.0% | +29.1% | -18.1% | +6.4% |
| 3M | +1.3% | +2.9% | -1.6% | +0.3% |
| 6M | +6.4% | +33.6% | -27.3% | +0.6% |
| YTD | +28.9% | +12.0% | +16.9% | +25.1% |
| 1Y | +23.2% | +16.2% | +7.1% | +18.8% |
| 3Y | +26.3% | +65.1% | -38.7% | +13.9% |
| 5Y | +12.0% | +33.3% | -21.3% | +3.1% |
| 10Y | +183.2% | +149.7% | +33.5% | +121.1% |
| All | +183.2% | +151.0% | +32.2% | +121.1% |
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