+13.0%
APH vs HL
+6.2%
+6.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.5% | +3.7% | +7.3% |
| 7D | +1.1% | +13.8% | -12.7% | -1.6% |
| 30D | -7.5% | -9.7% | +2.2% | -5.6% |
| 3M | -4.4% | -8.5% | +4.1% | -3.5% |
| 6M | +26.5% | -17.2% | +43.6% | +28.2% |
| YTD | +20.0% | -19.6% | +39.7% | +18.4% |
| All | +13.0% | +6.2% | +6.8% | +4.3% |
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