+352.8%
APH vs HCA
+66.8%
+286.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +0.2% | -2.8% | +3.0% | +0.9% |
| 30D | -3.3% | -2.7% | -0.6% | -2.8% |
| 3M | +14.0% | +11.5% | +2.6% | +10.0% |
| 6M | +24.4% | -24.3% | +48.7% | +33.3% |
| YTD | +21.4% | -13.6% | +35.0% | +25.2% |
| 1Y | +48.9% | -3.2% | +52.1% | +48.3% |
| 3Y | +290.1% | +50.4% | +239.7% | +229.7% |
| 5Y | +352.8% | +64.8% | +288.0% | +250.7% |
| All | +352.8% | +66.8% | +286.0% | +250.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling