+88.8%
APA vs HRB
+1.1%
+87.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.8% | -3.1% |
| 7D | +0.5% | -5.7% | +6.2% | +0.6% |
| 30D | +23.4% | +7.9% | +15.5% | +23.2% |
| 3M | +12.7% | +32.1% | -19.4% | +11.9% |
| 6M | +39.4% | +62.2% | -22.8% | +39.2% |
| YTD | +79.0% | +16.4% | +62.5% | +73.6% |
| 1Y | +88.8% | -0.3% | +89.1% | +78.3% |
| All | +88.8% | +1.1% | +87.8% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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