+114,578.9%
APH vs GEN
+2,205.4%
+112,373.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.9% | -8.4% | -9.2% |
| 7D | -12.7% | +8.5% | -21.2% | -14.1% |
| 30D | -19.2% | +34.2% | -53.4% | -23.8% |
| 3M | -16.7% | +10.0% | -26.6% | -19.0% |
| 6M | +5.1% | +56.8% | -51.6% | -5.4% |
| YTD | +6.6% | +14.2% | -7.7% | +1.4% |
| 1Y | +3.9% | +20.8% | -16.9% | -2.2% |
| 3Y | +246.0% | +84.1% | +162.0% | +198.1% |
| 5Y | +268.0% | +37.1% | +230.9% | +230.9% |
| 10Y | +868.2% | +171.5% | +696.8% | +632.7% |
| All | +114,578.9% | +2,205.4% | +112,373.4% | +51,545.3% |
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