+955.2%
APH vs HRB
+252.0%
+703.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -0.9% |
| 7D | -5.0% | -4.0% | -1.0% | -4.5% |
| 30D | -8.4% | +15.8% | -24.1% | -11.1% |
| 3M | -4.5% | +12.0% | -16.5% | -7.4% |
| 6M | +25.3% | +40.7% | -15.5% | +15.3% |
| YTD | +18.9% | +21.0% | -2.1% | +12.1% |
| 1Y | +11.9% | +11.7% | +0.3% | +7.4% |
| 3Y | +278.0% | +25.0% | +253.0% | +243.6% |
| 5Y | +306.4% | +141.0% | +165.4% | +206.5% |
| 10Y | +955.2% | +241.3% | +713.9% | +603.7% |
| All | +955.2% | +252.0% | +703.2% | +603.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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