+282.2%
APH vs HBM
+205.9%
+76.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.7% |
| 7D | -5.9% | -3.6% | -2.3% | -5.1% |
| 30D | -14.8% | -19.2% | +4.4% | -10.3% |
| 3M | -12.4% | -20.5% | +8.1% | -7.8% |
| 6M | +8.1% | -12.8% | +20.9% | +10.4% |
| YTD | +10.9% | +5.4% | +5.5% | +7.5% |
| 1Y | +8.8% | +33.0% | -24.2% | 0.0% |
| 3Y | +262.1% | +357.3% | -95.3% | +144.5% |
| All | +282.2% | +205.9% | +76.3% | +174.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling