+132,206.3%
APH vs GFI
+876.6%
+131,329.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.0% |
| 7D | +5.0% | +3.1% | +1.8% | +4.7% |
| 30D | -3.9% | +27.1% | -31.0% | -5.4% |
| 3M | +13.0% | +21.2% | -8.2% | +11.4% |
| 6M | +25.2% | -4.5% | +29.7% | +25.0% |
| YTD | +22.9% | +11.7% | +11.2% | +21.3% |
| 1Y | +47.8% | +46.0% | +1.8% | +43.4% |
| 3Y | +283.0% | +309.6% | -26.5% | +245.6% |
| 5Y | +349.7% | +506.0% | -156.4% | +290.9% |
| 10Y | +1,061.2% | +1,009.2% | +52.0% | +835.5% |
| All | +132,206.3% | +876.6% | +131,329.7% | +112,061.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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