+8.8%
APH vs GEN
+17.5%
-8.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.8% | +3.7% |
| 7D | -5.9% | +2.3% | -8.2% | -5.5% |
| 30D | -14.8% | +33.1% | -47.9% | -10.5% |
| 3M | -12.4% | +6.5% | -18.9% | -11.4% |
| 6M | +8.1% | +53.8% | -45.7% | +13.3% |
| YTD | +10.9% | +11.2% | -0.3% | +13.7% |
| 1Y | +8.8% | +19.4% | -10.6% | +11.8% |
| All | +8.8% | +17.5% | -8.7% | +11.8% |
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