+310.3%
APH vs GPC
+7.9%
+302.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.3% | +5.9% | +7.7% |
| 7D | +1.1% | +0.8% | +0.3% | +0.9% |
| 30D | -7.5% | -1.1% | -6.4% | -7.4% |
| 3M | -4.4% | -6.6% | +2.2% | -3.1% |
| 6M | +26.5% | +22.2% | +4.2% | +18.0% |
| YTD | +20.0% | +5.1% | +15.0% | +15.1% |
| 1Y | +16.9% | +2.8% | +14.1% | +12.7% |
| 3Y | +288.5% | +2.4% | +286.1% | +253.7% |
| 5Y | +310.3% | +7.8% | +302.5% | +237.7% |
| All | +310.3% | +7.9% | +302.4% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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