+930.0%
APH vs GEN
+152.9%
+777.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.2% |
| 7D | +4.9% | +2.0% | +2.8% | +4.5% |
| 30D | -5.4% | +27.7% | -33.1% | -9.8% |
| 3M | -5.5% | +3.3% | -8.7% | -6.8% |
| 6M | +25.9% | +31.8% | -5.9% | +17.2% |
| YTD | +16.4% | +13.5% | +2.9% | +11.2% |
| 1Y | +16.5% | +16.0% | +0.4% | +10.6% |
| 3Y | +270.9% | +70.6% | +200.3% | +220.2% |
| 5Y | +289.5% | +32.1% | +257.4% | +249.3% |
| All | +930.0% | +152.9% | +777.1% | +655.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling