+126,376.5%
APH vs GD
+16,534.9%
+109,841.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.6% | -3.6% | -5.1% |
| 7D | -2.4% | +3.0% | -5.4% | -3.6% |
| 30D | -9.5% | +10.5% | -20.0% | -13.4% |
| 3M | -7.6% | -5.0% | -2.7% | -5.9% |
| 6M | +12.4% | +5.5% | +6.9% | +8.9% |
| YTD | +17.5% | +10.3% | +7.2% | +11.3% |
| 1Y | +16.4% | +8.2% | +8.3% | +11.3% |
| 3Y | +281.6% | +59.0% | +222.6% | +204.9% |
| 5Y | +317.7% | +104.3% | +213.5% | +197.5% |
| 10Y | +967.8% | +202.4% | +765.4% | +535.2% |
| All | +126,376.5% | +16,534.9% | +109,841.7% | +27,465.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling