+2,318.2%
APH vs HCA
+2,041.0%
+277.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.6% | +4.8% |
| 7D | -5.9% | +4.6% | -10.5% | -7.5% |
| 30D | -14.8% | +12.7% | -27.5% | -18.1% |
| 3M | -12.4% | +21.3% | -33.7% | -17.7% |
| 6M | +8.1% | +15.7% | -7.6% | +2.0% |
| YTD | +10.9% | +6.6% | +4.4% | +7.0% |
| 1Y | +8.8% | +5.7% | +3.0% | +5.0% |
| 3Y | +262.1% | +119.2% | +142.8% | +172.7% |
| 5Y | +283.1% | +107.9% | +175.2% | +186.9% |
| 10Y | +908.1% | +610.7% | +297.4% | +411.2% |
| All | +2,318.2% | +2,041.0% | +277.2% | +710.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling