+955.2%
APH vs GIS
-18.2%
+973.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | -5.0% | +1.5% | -6.6% | -5.1% |
| 30D | -8.4% | +9.2% | -17.5% | -8.6% |
| 3M | -4.5% | -5.4% | +0.9% | -4.3% |
| 6M | +25.3% | +3.4% | +21.8% | +24.6% |
| YTD | +18.9% | -20.5% | +39.4% | +20.4% |
| 1Y | +11.9% | -20.0% | +31.9% | +13.1% |
| 3Y | +278.0% | -38.6% | +316.6% | +289.4% |
| 5Y | +306.4% | -33.1% | +339.5% | +306.1% |
| 10Y | +955.2% | -16.4% | +971.6% | +876.3% |
| All | +955.2% | -18.2% | +973.4% | +876.3% |
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