+8.8%
APH vs HTZ
-75.3%
+84.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -8.4% | +12.5% | +4.6% |
| 7D | -5.9% | -14.6% | +8.6% | -4.8% |
| 30D | -14.8% | -20.8% | +6.0% | -13.6% |
| 3M | -12.4% | -18.8% | +6.4% | -11.5% |
| 6M | +8.1% | -74.7% | +82.8% | +17.1% |
| YTD | +10.9% | -68.1% | +79.0% | +16.2% |
| 1Y | +8.8% | -73.5% | +82.3% | +17.2% |
| All | +8.8% | -75.3% | +84.1% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling