-26.3%
APH vs HUBS
-46.5%
+20.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.3% | -42.5% | -47.9% |
| 7D | -48.7% | -3.2% | -45.5% | -48.8% |
| 30D | -51.9% | -1.0% | -50.9% | -51.6% |
| 3M | -43.6% | +12.4% | -55.9% | -42.4% |
| 6M | -37.5% | -11.1% | -26.4% | -36.0% |
| YTD | -38.6% | -38.3% | -0.3% | -38.4% |
| 1Y | -26.3% | -46.7% | +20.3% | -25.8% |
| All | -26.3% | -46.5% | +20.1% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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