+10.9%
GEHC vs APA
+104.3%
-93.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -0.7% |
| 7D | -2.3% | +9.6% | -11.9% | -1.3% |
| 30D | +19.0% | -0.2% | +19.3% | +19.1% |
| 3M | +13.3% | +19.8% | -6.6% | +15.2% |
| 6M | +31.5% | +30.1% | +1.5% | +34.5% |
| YTD | 0.0% | +100.4% | -100.4% | -7.8% |
| All | +10.9% | +104.3% | -93.4% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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