+61,451.9%
APH vs HL
+102.9%
+61,349.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.1% | -51.9% | -48.1% |
| 7D | -48.7% | -3.5% | -45.2% | -48.7% |
| 30D | -51.9% | +25.1% | -77.0% | -53.1% |
| 3M | -43.6% | +22.9% | -66.5% | -44.9% |
| 6M | -37.5% | -4.9% | -32.6% | -37.9% |
| YTD | -38.6% | +7.8% | -46.5% | -39.8% |
| 1Y | -26.3% | +133.9% | -160.2% | -32.5% |
| 3Y | +89.2% | +380.9% | -291.7% | +60.4% |
| 5Y | +119.8% | +230.2% | -110.4% | +88.2% |
| 10Y | +454.3% | +265.6% | +188.7% | +338.4% |
| All | +61,451.9% | +102.9% | +61,349.1% | +42,749.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling