+2,491.9%
APH vs HCA
+2,081.8%
+410.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +9.0% | -14.0% | -7.6% |
| 30D | -8.4% | +11.8% | -20.2% | -11.7% |
| 3M | -4.5% | +22.1% | -26.6% | -10.4% |
| 6M | +25.3% | +16.4% | +8.9% | +18.2% |
| YTD | +18.9% | +8.6% | +10.3% | +14.2% |
| 1Y | +11.9% | +10.6% | +1.4% | +6.8% |
| 3Y | +278.0% | +121.7% | +156.3% | +184.0% |
| 5Y | +306.4% | +114.5% | +192.0% | +201.7% |
| 10Y | +955.2% | +657.1% | +298.1% | +428.2% |
| All | +2,491.9% | +2,081.8% | +410.1% | +764.2% |
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