+270.9%
APH vs HRB
+22.6%
+248.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.8% |
| 7D | +4.9% | -5.1% | +10.0% | +4.5% |
| 30D | -5.4% | +8.7% | -14.1% | -5.0% |
| 3M | -5.5% | -5.4% | -0.1% | -5.3% |
| 6M | +25.9% | +41.6% | -15.7% | +27.0% |
| YTD | +16.4% | +18.7% | -2.3% | +18.5% |
| 1Y | +16.5% | +16.4% | 0.0% | +18.8% |
| 3Y | +270.9% | +22.0% | +248.9% | +263.1% |
| All | +270.9% | +22.6% | +248.3% | +263.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling