+402.3%
APH vs HTZ
-89.5%
+491.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.8% |
| 7D | +5.0% | +7.5% | -2.5% | +4.4% |
| 30D | -3.9% | +47.4% | -51.3% | -7.0% |
| 3M | +13.0% | -54.9% | +67.9% | +17.4% |
| 6M | +25.2% | -47.0% | +72.2% | +27.8% |
| YTD | +22.9% | -55.3% | +78.2% | +27.0% |
| 1Y | +47.8% | -57.6% | +105.5% | +51.9% |
| 3Y | +283.0% | -86.6% | +369.6% | +330.0% |
| 5Y | +349.7% | -86.1% | +435.8% | +395.2% |
| All | +402.3% | -89.5% | +491.9% | +473.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded HTZ 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling