+40.2%
APH vs HPQ
+16.6%
+23.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -0.5% |
| 7D | +1.6% | +1.3% | +0.4% | +1.6% |
| 30D | -3.0% | +8.7% | -11.7% | -2.9% |
| 3M | +5.7% | +31.5% | -25.7% | +5.8% |
| 6M | +20.0% | +76.0% | -56.0% | +15.9% |
| YTD | +20.8% | +49.5% | -28.7% | +20.0% |
| 1Y | +40.2% | +17.3% | +23.0% | +48.0% |
| All | +40.2% | +16.6% | +23.7% | +48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling