+285.6%
APH vs GH
+361.0%
-75.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +5.0% | -0.1% | +5.0% | +5.0% |
| 30D | -3.9% | -1.1% | -2.8% | -3.8% |
| 3M | +13.0% | +21.3% | -8.3% | +9.2% |
| 6M | +25.2% | +73.5% | -48.4% | +13.8% |
| YTD | +22.9% | +58.0% | -35.1% | +13.5% |
| 1Y | +47.8% | +163.1% | -115.2% | +26.7% |
| All | +285.6% | +361.0% | -75.4% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 3y: compounded portfolio wealth divided by compounded GH 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…
3y analysis · Full analysis span regression · 6 months rolling