+952.6%
APH vs GAP
+9.5%
+943.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.2% | -0.7% |
| 7D | -5.0% | -0.1% | -4.9% | -5.1% |
| 30D | -8.4% | -5.4% | -2.9% | -7.5% |
| 3M | -4.5% | +2.9% | -7.4% | -5.6% |
| 6M | +25.3% | -4.4% | +29.7% | +24.9% |
| YTD | +18.9% | -11.6% | +30.5% | +19.5% |
| 1Y | +11.9% | -6.0% | +18.0% | +10.9% |
| 3Y | +278.0% | +78.0% | +200.0% | +211.2% |
| 5Y | +306.4% | +8.5% | +297.9% | +249.7% |
| All | +952.6% | +9.5% | +943.1% | +656.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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