+107.2%
APA vs HTZ
-60.6%
+167.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +9.2% | -16.0% | -6.5% |
| 7D | -13.0% | +18.9% | -31.9% | -12.4% |
| 30D | +2.0% | +26.3% | -24.3% | +2.7% |
| 3M | +24.9% | +49.7% | -24.8% | +25.7% |
| 6M | +7.2% | -61.1% | +68.3% | +6.4% |
| YTD | +87.1% | -56.0% | +143.1% | +82.3% |
| 1Y | +107.2% | -66.4% | +173.6% | +99.7% |
| All | +107.2% | -60.6% | +167.8% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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