+1,041.3%
APH vs HRB
+213.0%
+828.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.2% | 0.0% |
| 7D | +0.2% | -9.1% | +9.3% | +1.9% |
| 30D | -3.3% | +0.3% | -3.6% | -3.8% |
| 3M | +14.0% | +23.4% | -9.3% | +8.3% |
| 6M | +24.4% | +45.1% | -20.7% | +13.1% |
| YTD | +21.4% | +8.9% | +12.5% | +17.3% |
| 1Y | +48.9% | -7.9% | +56.9% | +49.0% |
| 3Y | +290.1% | +27.9% | +262.2% | +251.1% |
| 5Y | +352.8% | +108.3% | +244.5% | +253.5% |
| 10Y | +1,041.3% | +208.4% | +832.8% | +665.7% |
| All | +1,041.3% | +213.0% | +828.3% | +665.7% |
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