-15.0%
GEHC vs APA
+101.8%
-116.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.9% | -2.9% |
| 7D | -5.2% | -1.7% | -3.5% | -5.3% |
| 30D | -7.0% | +15.7% | -22.7% | -5.9% |
| 3M | +3.3% | +16.5% | -13.1% | +4.4% |
| 6M | -10.0% | +35.1% | -45.1% | -10.5% |
| YTD | -18.5% | +82.2% | -100.7% | -20.9% |
| All | -15.0% | +101.8% | -116.8% | -15.3% |
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