+16.4%
APH vs GEHC
+15.6%
+0.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.4% | -12.5% | -6.3% |
| 7D | -2.4% | +13.2% | -15.6% | -2.9% |
| 30D | -9.5% | +30.6% | -40.1% | -10.6% |
| 3M | -7.6% | +22.2% | -29.8% | -8.6% |
| 6M | +12.4% | +40.8% | -28.4% | +9.8% |
| YTD | +17.5% | +4.8% | +12.7% | +18.0% |
| 1Y | +16.4% | +15.7% | +0.7% | +16.0% |
| All | +16.4% | +15.6% | +0.9% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 1y: compounded portfolio wealth divided by compounded GEHC 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…
1y analysis · Full analysis span regression · 6 months rolling