+13.0%
APH vs HIG
+6.8%
+6.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.6% | +7.6% | +8.6% |
| 7D | +1.1% | -0.5% | +1.6% | +0.9% |
| 30D | -7.5% | +4.5% | -11.9% | -5.3% |
| 3M | -4.4% | -5.5% | +1.0% | -6.5% |
| 6M | +26.5% | +3.1% | +23.4% | +29.5% |
| YTD | +20.0% | -0.8% | +20.9% | +21.1% |
| All | +13.0% | +6.8% | +6.2% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling