+285.2%
APH vs GH
+45.9%
+239.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.4% |
| 7D | +4.9% | +0.6% | +4.3% | +4.8% |
| 30D | -5.4% | -6.9% | +1.5% | -4.2% |
| 3M | -5.5% | -4.9% | -0.5% | -4.9% |
| 6M | +25.9% | +54.1% | -28.1% | +17.2% |
| YTD | +16.4% | +48.5% | -32.2% | +8.6% |
| 1Y | +16.5% | +61.2% | -44.7% | +7.4% |
| 3Y | +270.9% | +570.3% | -299.5% | +168.9% |
| All | +285.2% | +45.9% | +239.3% | +207.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling