+951.3%
APH vs HRB
+246.2%
+705.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -3.2% | +11.5% | +8.7% |
| 7D | +1.1% | -2.4% | +3.5% | +1.4% |
| 30D | -7.5% | +15.7% | -23.2% | -10.3% |
| 3M | -4.4% | +11.4% | -15.8% | -7.2% |
| 6M | +26.5% | +40.7% | -14.3% | +16.5% |
| YTD | +20.0% | +21.0% | -0.9% | +13.2% |
| 1Y | +16.9% | +7.2% | +9.6% | +13.1% |
| 3Y | +288.5% | +29.2% | +259.4% | +250.2% |
| 5Y | +310.3% | +142.3% | +168.0% | +209.3% |
| 10Y | +951.3% | +253.1% | +698.2% | +604.1% |
| All | +951.3% | +246.2% | +705.0% | +604.1% |
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