+12.5%
APH vs GEN
+15.3%
-2.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.9% | -0.4% |
| 7D | +0.4% | -0.8% | +1.2% | +0.3% |
| 30D | -8.0% | +31.2% | -39.2% | -3.5% |
| 3M | -5.0% | +6.1% | -11.1% | -4.0% |
| 6M | +29.9% | +38.1% | -8.2% | +36.7% |
| YTD | +18.0% | +14.4% | +3.6% | +19.3% |
| All | +12.5% | +15.3% | -2.7% | +14.2% |
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 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