+6.1%
APA vs HRB
+221.6%
-215.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.1% | +2.0% |
| 7D | +8.5% | -5.1% | +13.6% | +10.2% |
| 30D | +2.8% | +8.7% | -5.9% | -0.2% |
| 3M | +21.7% | -5.4% | +27.1% | +22.7% |
| 6M | +32.6% | +41.6% | -9.0% | +16.7% |
| YTD | +103.7% | +18.7% | +85.0% | +86.6% |
| 1Y | +101.8% | +16.4% | +85.4% | +85.9% |
| 3Y | +48.1% | +22.0% | +26.1% | +29.4% |
| 5Y | +91.9% | +141.2% | -49.3% | +24.9% |
| All | +6.1% | +221.6% | -215.5% | -38.9% |
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