+1,062.5%
APH vs HCA
+487.9%
+574.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.0% |
| 7D | +1.6% | +4.9% | -3.3% | +0.1% |
| 30D | -3.0% | +1.9% | -4.9% | -3.7% |
| 3M | +5.7% | +12.7% | -7.0% | +0.7% |
| 6M | +20.0% | -22.3% | +42.3% | +28.9% |
| YTD | +20.8% | -9.3% | +30.1% | +23.1% |
| 1Y | +40.2% | +2.7% | +37.5% | +36.5% |
| 3Y | +288.1% | +57.8% | +230.3% | +216.6% |
| 5Y | +352.5% | +70.3% | +282.2% | +249.3% |
| 10Y | +1,062.5% | +499.7% | +562.8% | +524.2% |
| All | +1,062.5% | +487.9% | +574.6% | +524.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 10y: compounded portfolio wealth divided by compounded HCA 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…
10y analysis · Full analysis span regression · 6 months rolling