+10.3%
APA vs HRB
+28.7%
-18.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.5% | +8.3% | +2.3% |
| 7D | -1.7% | -9.1% | +7.4% | -1.0% |
| 30D | +15.7% | +0.3% | +15.5% | +15.4% |
| 3M | +16.5% | +23.4% | -6.9% | +13.8% |
| 6M | +35.1% | +45.1% | -10.0% | +30.3% |
| YTD | +82.2% | +8.9% | +73.3% | +81.2% |
| 1Y | +102.5% | -7.9% | +110.4% | +105.8% |
| 3Y | +10.3% | +27.9% | -17.6% | +1.6% |
| All | +10.3% | +28.7% | -18.4% | +1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling