+355.9%
APH vs HIG
+124.5%
+231.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.2% |
| 7D | +5.0% | +0.3% | +4.6% | +4.9% |
| 30D | -3.9% | -3.2% | -0.7% | -2.9% |
| 3M | +13.0% | +9.1% | +3.8% | +8.8% |
| 6M | +25.2% | -1.8% | +26.9% | +25.3% |
| YTD | +22.9% | +1.8% | +21.2% | +20.8% |
| 1Y | +47.8% | +4.6% | +43.3% | +43.2% |
| 3Y | +283.0% | +101.6% | +181.4% | +159.1% |
| All | +355.9% | +124.5% | +231.5% | +180.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling