+290.1%
APH vs HLT
+105.8%
+184.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | 0.0% |
| 7D | +0.2% | -2.4% | +2.6% | +1.6% |
| 30D | -3.3% | -4.1% | +0.7% | -1.3% |
| 3M | +14.0% | -10.6% | +24.6% | +20.9% |
| 6M | +24.4% | +2.0% | +22.4% | +21.6% |
| YTD | +21.4% | +6.1% | +15.3% | +15.6% |
| 1Y | +48.9% | +9.8% | +39.1% | +38.1% |
| 3Y | +290.1% | +99.0% | +191.1% | +147.5% |
| All | +290.1% | +105.8% | +184.3% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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