+16.4%
APH vs GEN
+20.2%
-3.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.0% | -10.1% | -5.5% |
| 7D | -2.4% | +26.9% | -29.3% | +1.4% |
| 30D | -9.5% | +38.6% | -48.1% | -4.3% |
| 3M | -7.6% | +9.7% | -17.4% | -6.1% |
| 6M | +12.4% | +58.9% | -46.5% | +18.6% |
| YTD | +17.5% | +15.3% | +2.2% | +21.4% |
| 1Y | +16.4% | +21.8% | -5.4% | +20.4% |
| All | +16.4% | +20.2% | -3.8% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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