+1,041.3%
APH vs HBM
+599.4%
+441.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.8% | -7.0% | -2.4% |
| 7D | +0.2% | +7.4% | -7.1% | -1.2% |
| 30D | -3.3% | +5.1% | -8.4% | -4.5% |
| 3M | +14.0% | +11.1% | +2.9% | +10.9% |
| 6M | +24.4% | +30.2% | -5.8% | +16.6% |
| YTD | +21.4% | +46.2% | -24.8% | +10.8% |
| 1Y | +48.9% | +120.0% | -71.1% | +25.3% |
| 3Y | +290.1% | +527.4% | -237.3% | +162.0% |
| 5Y | +352.8% | +400.4% | -47.6% | +202.9% |
| 10Y | +1,041.3% | +621.5% | +419.8% | +538.9% |
| All | +1,041.3% | +599.4% | +441.8% | +538.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HBM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling