+185.7%
GS vs APH
+350.9%
-165.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +0.9% | +5.0% | -4.0% | -1.3% |
| 30D | -1.6% | -3.9% | +2.3% | 0.0% |
| 3M | -4.5% | +13.0% | -17.4% | -10.6% |
| 6M | +20.9% | +25.2% | -4.3% | +6.3% |
| YTD | +19.9% | +22.9% | -3.0% | +3.6% |
| 1Y | +41.4% | +47.8% | -6.4% | +8.8% |
| 3Y | +239.2% | +283.0% | -43.9% | +39.5% |
| All | +185.7% | +350.9% | -165.2% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling