+282.2%
APH vs HPQ
+7.7%
+274.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.3% | +7.4% | +5.0% |
| 7D | -5.9% | -1.1% | -4.8% | -5.8% |
| 30D | -14.8% | -11.7% | -3.1% | -12.7% |
| 3M | -12.4% | +2.0% | -14.4% | -14.4% |
| 6M | +8.1% | +35.9% | -27.8% | -5.6% |
| YTD | +10.9% | +32.7% | -21.7% | -2.9% |
| 1Y | +8.8% | +14.3% | -5.5% | +0.3% |
| 3Y | +262.1% | +17.8% | +244.2% | +213.7% |
| All | +282.2% | +7.7% | +274.4% | +248.9% |
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