+48.9%
APH vs HL
+116.7%
-67.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.0% |
| 7D | +0.2% | +7.1% | -6.9% | -1.2% |
| 30D | -3.3% | +21.4% | -24.8% | -7.3% |
| 3M | +14.0% | +37.4% | -23.4% | +6.2% |
| 6M | +24.4% | +0.4% | +24.0% | +21.5% |
| YTD | +21.4% | +6.7% | +14.7% | +15.5% |
| 1Y | +48.9% | +102.4% | -53.4% | +29.7% |
| All | +48.9% | +116.7% | -67.8% | +29.7% |
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