+6,187.9%
APD vs GEN
+8,652.2%
-2,464.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.5% |
| 3M | +2.0% | +2.9% | -0.9% | +1.2% |
| 6M | +7.1% | +33.6% | -26.6% | +2.6% |
| YTD | +29.8% | +12.0% | +17.7% | +26.5% |
| 1Y | +24.0% | +16.2% | +7.9% | +20.4% |
| 3Y | +27.2% | +65.1% | -37.9% | +17.6% |
| 5Y | +12.8% | +33.3% | -20.5% | +5.8% |
| 10Y | +185.0% | +149.7% | +35.4% | +141.0% |
| All | +6,187.9% | +8,652.2% | -2,464.3% | +2,875.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling