+962.6%
APA vs HRB
+3,475.6%
-2,513.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +9.6% | -7.8% | +17.4% | +11.8% |
| 30D | -0.2% | +15.7% | -16.0% | -4.2% |
| 3M | +19.8% | -5.5% | +25.4% | +20.7% |
| 6M | +30.1% | +41.1% | -11.1% | +17.3% |
| YTD | +100.4% | +20.4% | +80.1% | +85.2% |
| 1Y | +105.2% | +15.2% | +90.0% | +91.6% |
| 3Y | +44.6% | +24.3% | +20.3% | +29.6% |
| 5Y | +88.8% | +144.7% | -55.9% | +39.1% |
| 10Y | +6.6% | +227.8% | -221.2% | -30.4% |
| All | +962.6% | +3,475.6% | -2,513.0% | +344.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling