+285.2%
APH vs HRB
+140.6%
+144.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.3% | -1.7% |
| 7D | +4.9% | -5.1% | +10.0% | +5.2% |
| 30D | -5.4% | +8.7% | -14.1% | -6.2% |
| 3M | -5.5% | -5.4% | -0.1% | -5.2% |
| 6M | +25.9% | +41.6% | -15.7% | +20.4% |
| YTD | +16.4% | +18.7% | -2.3% | +14.5% |
| 1Y | +16.5% | +16.4% | 0.0% | +14.9% |
| 3Y | +270.9% | +22.0% | +248.9% | +249.2% |
| All | +285.2% | +140.6% | +144.6% | +207.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling