+4.4%
APA vs HRB
+226.2%
-221.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +9.6% | -7.8% | +17.4% | +12.1% |
| 30D | -0.2% | +15.7% | -16.0% | -5.0% |
| 3M | +19.8% | -5.5% | +25.4% | +20.9% |
| 6M | +30.1% | +41.1% | -11.1% | +14.6% |
| YTD | +100.4% | +20.4% | +80.1% | +82.9% |
| 1Y | +105.2% | +15.2% | +90.0% | +89.8% |
| 3Y | +44.6% | +24.3% | +20.3% | +25.6% |
| 5Y | +88.8% | +144.7% | -55.9% | +22.4% |
| All | +4.4% | +226.2% | -221.8% | -40.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling