+285.6%
APH vs GEHC
+0.1%
+285.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +5.0% | -4.0% | +9.0% | +6.0% |
| 30D | -3.9% | -2.0% | -1.9% | -3.5% |
| 3M | +13.0% | +8.0% | +5.0% | +10.0% |
| 6M | +25.2% | -12.8% | +37.9% | +29.2% |
| YTD | +22.9% | -15.9% | +38.9% | +27.9% |
| 1Y | +47.8% | -6.9% | +54.8% | +48.0% |
| All | +285.6% | +0.1% | +285.5% | +263.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling