+10.0%
APD vs GEN
+32.5%
-22.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.1% |
| 7D | -3.7% | +2.3% | -5.9% | -4.0% |
| 30D | +9.6% | +33.1% | -23.4% | +5.2% |
| 3M | +1.6% | +6.5% | -4.8% | +0.3% |
| 6M | +2.2% | +53.8% | -51.6% | -5.1% |
| YTD | +25.9% | +11.2% | +14.6% | +23.5% |
| 1Y | +20.1% | +19.4% | +0.8% | +16.3% |
| 3Y | +12.4% | +81.0% | -68.6% | +1.6% |
| All | +10.0% | +32.5% | -22.5% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling