+26,381.6%
APH vs HIG
+1,002.1%
+25,379.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -48.0% |
| 7D | -48.7% | +0.9% | -49.6% | -48.9% |
| 30D | -51.9% | -3.2% | -48.7% | -51.7% |
| 3M | -43.6% | +9.1% | -52.7% | -44.9% |
| 6M | -37.5% | -1.8% | -35.8% | -37.7% |
| YTD | -38.6% | +1.8% | -40.4% | -39.4% |
| 1Y | -26.3% | +4.6% | -30.9% | -27.8% |
| 3Y | +89.2% | +101.6% | -12.4% | +61.0% |
| 5Y | +119.8% | +124.5% | -4.7% | +82.7% |
| 10Y | +454.3% | +317.8% | +136.4% | +296.6% |
| All | +26,381.6% | +1,002.1% | +25,379.5% | +13,739.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling