+283.5%
APH vs GD
+59.0%
+224.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.6% | -3.6% | -5.4% |
| 7D | -2.4% | +3.0% | -5.4% | -3.2% |
| 30D | -9.5% | +10.5% | -20.0% | -12.3% |
| 3M | -7.6% | -5.0% | -2.7% | -6.0% |
| 6M | +12.4% | +5.5% | +6.9% | +9.4% |
| YTD | +17.5% | +10.3% | +7.2% | +12.3% |
| 1Y | +16.4% | +8.2% | +8.3% | +12.1% |
| All | +283.5% | +59.0% | +224.5% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 3y: compounded portfolio wealth divided by compounded GD 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…
3y analysis · Full analysis span regression · 6 months rolling