+61,451.9%
APH vs GEN
+2,209.2%
+59,242.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -52.8% |
| 3M | -43.6% | +16.1% | -59.6% | -45.3% |
| 6M | -37.5% | +38.9% | -76.4% | -41.9% |
| YTD | -38.6% | +14.4% | -53.1% | -41.0% |
| 1Y | -26.3% | +5.9% | -32.2% | -28.2% |
| 3Y | +89.2% | +58.8% | +30.4% | +69.4% |
| 5Y | +119.8% | +24.7% | +95.1% | +103.4% |
| 10Y | +454.3% | +163.1% | +291.2% | +326.1% |
| All | +61,451.9% | +2,209.2% | +59,242.7% | +27,918.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling