+262.1%
APH vs HL
+246.8%
+15.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +3.8% |
| 7D | -5.9% | +8.9% | -14.9% | -7.5% |
| 30D | -14.8% | -10.1% | -4.7% | -13.4% |
| 3M | -12.4% | -7.0% | -5.4% | -12.1% |
| 6M | +8.1% | -18.8% | +26.8% | +9.9% |
| YTD | +10.9% | -23.1% | +34.1% | +12.6% |
| 1Y | +8.8% | +8.9% | -0.1% | +4.4% |
| 3Y | +262.1% | +255.0% | +7.1% | +182.2% |
| All | +262.1% | +246.8% | +15.3% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling