+12.0%
GEHC vs APA
+11.5%
+0.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.9% | -3.3% |
| 7D | -5.2% | -1.7% | -3.5% | -5.0% |
| 30D | -7.0% | +15.7% | -22.7% | -9.0% |
| 3M | +3.3% | +16.5% | -13.1% | +0.8% |
| 6M | -10.0% | +35.1% | -45.1% | -15.8% |
| YTD | -18.5% | +82.2% | -100.7% | -28.6% |
| 1Y | -14.4% | +102.5% | -116.9% | -27.1% |
| 3Y | +3.4% | +10.3% | -6.9% | -10.2% |
| All | +12.0% | +11.5% | +0.5% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling