+127.3%
APA vs HTZ
-89.5%
+216.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.3% |
| 7D | +0.5% | +7.5% | -6.9% | -0.3% |
| 30D | +23.4% | +47.4% | -24.0% | +16.4% |
| 3M | +12.7% | -54.9% | +67.6% | +20.3% |
| 6M | +39.4% | -47.0% | +86.4% | +42.6% |
| YTD | +79.0% | -55.3% | +134.2% | +87.0% |
| 1Y | +88.8% | -57.6% | +146.5% | +94.1% |
| 3Y | +6.4% | -86.6% | +93.0% | +26.3% |
| 5Y | +153.0% | -86.1% | +239.1% | +180.9% |
| All | +127.3% | -89.5% | +216.9% | +164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling