+16.4%
APH vs HUBS
-54.7%
+71.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.2% | -1.9% | -6.5% |
| 7D | -2.4% | -13.0% | +10.6% | -3.7% |
| 30D | -9.5% | -1.8% | -7.7% | -9.6% |
| 3M | -7.6% | -13.0% | +5.3% | -7.9% |
| 6M | +12.4% | -12.4% | +24.8% | +14.1% |
| YTD | +17.5% | -46.0% | +63.5% | +17.5% |
| 1Y | +16.4% | -54.1% | +70.5% | +16.8% |
| All | +16.4% | -54.7% | +71.1% | +16.8% |
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