+355.9%
APH vs HRB
+126.2%
+229.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +1.2% |
| 7D | +5.0% | -5.7% | +10.6% | +5.5% |
| 30D | -3.9% | +7.9% | -11.8% | -4.8% |
| 3M | +13.0% | +32.1% | -19.2% | +9.0% |
| 6M | +25.2% | +62.2% | -37.1% | +16.5% |
| YTD | +22.9% | +16.4% | +6.5% | +21.1% |
| 1Y | +47.8% | -0.3% | +48.1% | +49.5% |
| 3Y | +283.0% | +36.0% | +247.0% | +248.3% |
| All | +355.9% | +126.2% | +229.7% | +268.5% |
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