+61,451.9%
APH vs HRB
+1,606.3%
+59,845.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.1% | -43.6% | -46.7% |
| 7D | -48.7% | -5.7% | -43.0% | -47.4% |
| 30D | -51.9% | +7.9% | -59.8% | -52.7% |
| 3M | -43.6% | +32.1% | -75.7% | -47.8% |
| 6M | -37.5% | +62.2% | -99.8% | -46.1% |
| YTD | -38.6% | +16.4% | -55.0% | -42.3% |
| 1Y | -26.3% | -0.3% | -26.1% | -28.1% |
| 3Y | +89.2% | +36.0% | +53.2% | +65.1% |
| 5Y | +119.8% | +125.2% | -5.4% | +62.2% |
| 10Y | +454.3% | +237.7% | +216.6% | +233.5% |
| All | +61,451.9% | +1,606.3% | +59,845.6% | +20,166.9% |
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