+310.3%
APH vs GEN
+27.3%
+283.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.2% | +8.2% |
| 7D | +1.1% | -0.3% | +1.4% | +1.1% |
| 30D | -7.5% | +28.2% | -35.7% | -11.2% |
| 3M | -4.4% | +2.6% | -7.0% | -5.4% |
| 6M | +26.5% | +32.7% | -6.2% | +17.7% |
| YTD | +20.0% | +11.3% | +8.8% | +16.6% |
| 1Y | +16.9% | +17.9% | -1.1% | +11.4% |
| 3Y | +288.5% | +66.3% | +222.2% | +233.9% |
| 5Y | +310.3% | +31.7% | +278.6% | +259.7% |
| All | +310.3% | +27.3% | +283.0% | +259.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling