+1,592.2%
APH vs HLT
+820.1%
+772.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.7% | -1.8% |
| 7D | -5.0% | +4.4% | -9.4% | -7.0% |
| 30D | -8.4% | +16.3% | -24.6% | -14.8% |
| 3M | -4.5% | +22.2% | -26.7% | -13.5% |
| 6M | +25.3% | +20.0% | +5.3% | +14.0% |
| YTD | +18.9% | +32.4% | -13.5% | +3.2% |
| 1Y | +11.9% | +38.6% | -26.7% | -5.2% |
| 3Y | +278.0% | +136.4% | +141.5% | +148.4% |
| 5Y | +306.4% | +162.8% | +143.6% | +148.8% |
| 10Y | +955.2% | +720.3% | +234.9% | +283.4% |
| All | +1,592.2% | +820.1% | +772.2% | +490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling