+69.7%
APA vs HTZ
-94.7%
+164.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -20.8% | +18.5% | -0.1% |
| 7D | -15.6% | -7.7% | -7.9% | -15.2% |
| 30D | -0.9% | -13.1% | +12.2% | -0.1% |
| 3M | +26.1% | +14.7% | +11.3% | +21.1% |
| 6M | +6.1% | -70.6% | +76.7% | +17.6% |
| YTD | +82.8% | -65.2% | +148.0% | +94.3% |
| 1Y | +106.5% | -73.2% | +179.7% | +126.8% |
| 3Y | +21.9% | -80.8% | +102.7% | +29.0% |
| 5Y | +69.7% | -94.8% | +164.4% | +133.6% |
| All | +69.7% | -94.7% | +164.4% | +133.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling