+282.2%
APH vs HRB
+145.8%
+136.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +4.4% |
| 7D | -5.9% | +2.7% | -8.6% | -6.1% |
| 30D | -14.8% | +22.1% | -36.9% | -16.2% |
| 3M | -12.4% | +15.7% | -28.1% | -13.8% |
| 6M | +8.1% | +83.3% | -75.3% | -0.1% |
| YTD | +10.9% | +25.0% | -14.1% | +8.8% |
| 1Y | +8.8% | +6.9% | +1.8% | +9.7% |
| 3Y | +262.1% | +39.0% | +223.0% | +232.7% |
| All | +282.2% | +145.8% | +136.3% | +205.3% |
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