+282.2%
APH vs HL
+145.7%
+136.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.0% | +2.1% | +3.8% |
| 7D | -5.9% | +8.9% | -14.9% | -7.4% |
| 30D | -14.8% | -10.1% | -4.7% | -13.5% |
| 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% | +12.5% |
| 1Y | +8.8% | +8.9% | -0.1% | +4.5% |
| 3Y | +262.1% | +255.0% | +7.1% | +180.8% |
| All | +282.2% | +145.7% | +136.4% | +208.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling