+1,059.7%
APH vs GEN
+162.9%
+896.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.3% |
| 7D | +5.0% | -1.2% | +6.2% | +5.2% |
| 30D | -3.9% | +10.1% | -14.0% | -5.9% |
| 3M | +13.0% | +16.1% | -3.1% | +9.0% |
| 6M | +25.2% | +38.9% | -13.7% | +15.3% |
| YTD | +22.9% | +14.4% | +8.5% | +18.1% |
| 1Y | +47.8% | +5.9% | +42.0% | +44.4% |
| 3Y | +283.0% | +58.8% | +224.2% | +237.8% |
| 5Y | +349.7% | +24.7% | +325.0% | +310.7% |
| All | +1,059.7% | +162.9% | +896.9% | +762.2% |
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