+352.8%
APH vs GM
+84.0%
+268.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.5% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | -3.3% | -1.8% | -1.5% | -2.8% |
| 3M | +14.0% | +2.6% | +11.4% | +12.5% |
| 6M | +24.4% | +14.6% | +9.9% | +18.2% |
| YTD | +21.4% | +6.2% | +15.2% | +18.0% |
| 1Y | +48.9% | +48.7% | +0.3% | +28.4% |
| 3Y | +290.1% | +168.3% | +121.8% | +159.9% |
| 5Y | +352.8% | +82.8% | +270.0% | +218.6% |
| All | +352.8% | +84.0% | +268.8% | +218.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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