+380.2%
APH vs HTZ
-89.7%
+469.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +9.2% | -15.3% | -6.8% |
| 7D | -2.4% | +18.9% | -21.4% | -3.6% |
| 30D | -9.5% | +26.3% | -35.7% | -11.2% |
| 3M | -7.6% | +49.7% | -57.3% | -11.0% |
| 6M | +12.4% | -61.1% | +73.5% | +17.7% |
| YTD | +17.5% | -56.0% | +73.6% | +21.2% |
| 1Y | +16.4% | -66.4% | +82.8% | +22.2% |
| 3Y | +281.6% | -75.8% | +357.4% | +291.7% |
| 5Y | +317.7% | -93.1% | +410.8% | +375.8% |
| All | +380.2% | -89.7% | +469.9% | +447.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling