+132,206.2%
APH vs HBAN
+654.9%
+131,551.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +5.0% | +0.7% | +4.3% | +4.8% |
| 30D | -3.9% | -3.2% | -0.6% | -3.2% |
| 3M | +13.0% | +4.0% | +9.0% | +11.9% |
| 6M | +25.2% | +3.1% | +22.0% | +24.2% |
| YTD | +22.9% | 0.0% | +22.9% | +22.5% |
| 1Y | +47.8% | -1.2% | +49.0% | +47.4% |
| 3Y | +283.0% | +72.5% | +210.5% | +237.6% |
| 5Y | +349.7% | +39.3% | +310.4% | +309.4% |
| 10Y | +1,061.2% | +157.3% | +903.9% | +810.6% |
| All | +132,206.2% | +654.9% | +131,551.3% | +53,810.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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