-26.3%
APH vs HL
+134.7%
-161.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.1% | -51.9% | -48.4% |
| 7D | -48.7% | -3.5% | -45.2% | -48.6% |
| 30D | -51.9% | +25.1% | -77.0% | -54.3% |
| 3M | -43.6% | +22.9% | -66.5% | -46.5% |
| 6M | -37.5% | -4.9% | -32.6% | -38.7% |
| YTD | -38.6% | +7.8% | -46.5% | -41.8% |
| 1Y | -26.3% | +133.9% | -160.2% | -34.5% |
| All | -26.3% | +134.7% | -161.0% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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