+12,527.5%
APH vs GPN
+2,845.2%
+9,682.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.3% |
| 7D | +0.4% | +4.3% | -3.9% | -1.1% |
| 30D | -8.0% | +22.1% | -30.1% | -15.0% |
| 3M | -5.0% | +17.1% | -22.1% | -11.5% |
| 6M | +29.9% | +46.7% | -16.8% | +9.9% |
| YTD | +18.0% | +30.8% | -12.8% | +2.2% |
| 1Y | +11.3% | +31.5% | -20.1% | -3.9% |
| 3Y | +274.9% | -5.1% | +280.1% | +251.6% |
| 5Y | +300.6% | -18.1% | +318.7% | +284.8% |
| 10Y | +944.2% | +53.1% | +891.1% | +664.3% |
| All | +12,527.5% | +2,845.2% | +9,682.3% | +3,337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 all: compounded portfolio wealth divided by compounded GPN 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…
all analysis · Full analysis span regression · 6 months rolling