+282.2%
APH vs GEN
+32.5%
+249.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.6% | +6.8% | +4.5% |
| 7D | -5.9% | +2.3% | -8.2% | -6.3% |
| 30D | -14.8% | +33.1% | -47.9% | -18.7% |
| 3M | -12.4% | +6.5% | -18.9% | -13.9% |
| 6M | +8.1% | +53.8% | -45.7% | -3.4% |
| YTD | +10.9% | +11.2% | -0.3% | +7.8% |
| 1Y | +8.8% | +19.4% | -10.6% | +3.3% |
| 3Y | +262.1% | +81.0% | +181.0% | +204.0% |
| All | +282.2% | +32.5% | +249.7% | +240.4% |
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 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