+83.2%
APA vs HRB
+144.6%
-61.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.5% | -4.0% | -1.5% | -5.0% |
| 30D | -1.2% | +15.8% | -16.9% | -4.0% |
| 3M | +10.6% | +12.0% | -1.5% | +7.4% |
| 6M | +28.4% | +40.7% | -12.3% | +18.9% |
| YTD | +89.7% | +21.0% | +68.8% | +81.4% |
| 1Y | +90.6% | +11.7% | +78.9% | +85.9% |
| 3Y | +36.9% | +25.0% | +11.9% | +25.1% |
| 5Y | +83.2% | +141.0% | -57.8% | +30.0% |
| All | +83.2% | +144.6% | -61.3% | +30.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling