+119,301.1%
APH vs HRB
+1,732.6%
+117,568.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +5.2% |
| 7D | -5.9% | +2.7% | -8.6% | -6.7% |
| 30D | -14.8% | +22.1% | -36.9% | -19.6% |
| 3M | -12.4% | +15.7% | -28.1% | -16.8% |
| 6M | +8.1% | +83.3% | -75.3% | -11.1% |
| YTD | +10.9% | +25.0% | -14.1% | +0.5% |
| 1Y | +8.8% | +6.9% | +1.8% | +2.6% |
| 3Y | +262.1% | +39.0% | +223.0% | +209.1% |
| 5Y | +283.1% | +146.4% | +136.7% | +171.3% |
| 10Y | +908.1% | +254.4% | +653.7% | +488.9% |
| All | +119,301.1% | +1,732.6% | +117,568.5% | +37,796.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling