+114.2%
APA vs HRB
-9.2%
+123.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +3.0% |
| 7D | +0.3% | -10.6% | +10.9% | +0.4% |
| 30D | +9.3% | -0.8% | +10.1% | +9.2% |
| 3M | +23.3% | +19.1% | +4.3% | +22.6% |
| 6M | +39.5% | +48.7% | -9.2% | +39.4% |
| YTD | +87.6% | +7.1% | +80.5% | +82.5% |
| 1Y | +114.2% | -8.3% | +122.6% | +103.2% |
| All | +114.2% | -9.2% | +123.4% | +103.2% |
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 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