+90.5%
APH vs GEN
+58.9%
+31.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.1% | -46.7% | -47.6% |
| 7D | -48.7% | +0.5% | -49.2% | -48.7% |
| 30D | -51.9% | +10.1% | -62.1% | -52.5% |
| 3M | -43.6% | +16.1% | -59.6% | -44.6% |
| 6M | -37.5% | +38.9% | -76.4% | -41.0% |
| YTD | -38.6% | +14.4% | -53.1% | -39.0% |
| 1Y | -26.3% | +5.9% | -32.2% | -25.1% |
| All | +90.5% | +58.9% | +31.6% | +68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling