+270.9%
APH vs HIG
+96.1%
+174.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.2% | -1.7% |
| 7D | +4.9% | +2.6% | +2.3% | +4.9% |
| 30D | -5.4% | +4.2% | -9.6% | -5.6% |
| 3M | -5.5% | +0.2% | -5.7% | -5.4% |
| 6M | +25.9% | +4.6% | +21.3% | +25.2% |
| YTD | +16.4% | +1.1% | +15.2% | +16.1% |
| 1Y | +16.5% | +4.7% | +11.8% | +15.2% |
| 3Y | +270.9% | +95.5% | +175.4% | +226.8% |
| All | +270.9% | +96.1% | +174.8% | +226.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling