+30.1%
APA vs PHM
+10.2%
+19.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +1.0% |
| 7D | +9.6% | -6.1% | +15.7% | +6.5% |
| 30D | -0.2% | +13.7% | -14.0% | +6.2% |
| 3M | +19.8% | -1.5% | +21.4% | +18.1% |
| 6M | +30.1% | +11.3% | +18.8% | +44.5% |
| All | +30.1% | +10.2% | +19.9% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 6mo: compounded portfolio wealth divided by compounded PHM 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…
6mo analysis · Full analysis span regression · 6 months rolling