+352.8%
APH vs HPQ
+30.6%
+322.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | 0.0% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | -3.3% | +3.7% | -7.1% | -4.7% |
| 3M | +14.0% | +24.3% | -10.3% | +5.7% |
| 6M | +24.4% | +64.8% | -40.3% | +2.8% |
| YTD | +21.4% | +43.9% | -22.5% | +5.0% |
| 1Y | +48.9% | +11.7% | +37.3% | +40.9% |
| 3Y | +290.1% | +19.7% | +270.4% | +243.8% |
| 5Y | +352.8% | +32.2% | +320.6% | +279.6% |
| All | +352.8% | +30.6% | +322.3% | +279.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling