+13,059.6%
APH vs GPN
+2,611.5%
+10,448.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.6% |
| 7D | +5.0% | +0.8% | +4.2% | +4.6% |
| 30D | -3.9% | +5.8% | -9.7% | -6.2% |
| 3M | +13.0% | +37.0% | -24.0% | -0.9% |
| 6M | +25.2% | +20.1% | +5.0% | +14.7% |
| YTD | +22.9% | +20.4% | +2.5% | +10.8% |
| 1Y | +47.8% | +7.4% | +40.4% | +38.1% |
| 3Y | +283.0% | -26.1% | +309.1% | +298.9% |
| 5Y | +349.7% | -38.5% | +388.2% | +384.7% |
| 10Y | +1,061.2% | +28.4% | +1,032.8% | +814.9% |
| All | +13,059.6% | +2,611.5% | +10,448.0% | +3,627.9% |
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