+16.5%
APH vs GNRC
+18.7%
-2.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.7% | -1.3% |
| 7D | +4.9% | +7.9% | -3.0% | +1.8% |
| 30D | -5.4% | -3.7% | -1.7% | -4.0% |
| 3M | -5.5% | -11.9% | +6.5% | -1.4% |
| 6M | +25.9% | -28.6% | +54.5% | +40.2% |
| YTD | +16.4% | +39.9% | -23.5% | +8.1% |
| 1Y | +16.5% | +23.4% | -6.9% | +12.5% |
| All | +16.5% | +18.7% | -2.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling