+355.9%
APH vs GH
+23.4%
+332.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.4% |
| 6M | +25.2% | +73.5% | -48.4% | +14.5% |
| YTD | +22.9% | +58.0% | -35.1% | +14.0% |
| 1Y | +47.8% | +163.1% | -115.2% | +27.0% |
| 3Y | +283.0% | +361.0% | -78.0% | +194.4% |
| All | +355.9% | +23.4% | +332.5% | +250.1% |
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