+1,041.3%
APH vs GIS
-18.7%
+1,059.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.3% | -1.2% |
| 7D | +0.2% | -8.3% | +8.5% | +0.6% |
| 30D | -3.3% | +2.2% | -5.5% | -3.5% |
| 3M | +14.0% | +15.7% | -1.7% | +12.6% |
| 6M | +24.4% | -12.0% | +36.4% | +25.5% |
| YTD | +21.4% | -15.0% | +36.4% | +22.6% |
| 1Y | +48.9% | -20.1% | +69.1% | +51.2% |
| 3Y | +290.1% | -34.6% | +324.7% | +301.3% |
| 5Y | +352.8% | -22.8% | +375.7% | +343.6% |
| 10Y | +1,041.3% | -18.5% | +1,059.8% | +1,026.8% |
| All | +1,041.3% | -18.7% | +1,059.9% | +1,026.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling