+1,062.4%
APH vs HPQ
+216.0%
+846.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -2.2% |
| 7D | +1.6% | +2.2% | -0.6% | +0.7% |
| 30D | -3.0% | +9.7% | -12.7% | -6.6% |
| 3M | +5.7% | +32.7% | -27.0% | -6.0% |
| 6M | +20.0% | +77.7% | -57.7% | -6.8% |
| YTD | +20.8% | +51.0% | -30.2% | -0.4% |
| 1Y | +40.2% | +18.4% | +21.8% | +26.7% |
| 3Y | +288.1% | +25.6% | +262.5% | +229.1% |
| 5Y | +352.5% | +38.6% | +313.9% | +255.4% |
| 10Y | +1,062.4% | +226.1% | +836.3% | +551.8% |
| All | +1,062.4% | +216.0% | +846.4% | +551.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 10y: compounded portfolio wealth divided by compounded HPQ 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…
10y analysis · Full analysis span regression · 6 months rolling