+345.6%
APH vs HUBS
-67.3%
+412.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.5% | -0.9% |
| 7D | -2.2% | -12.4% | +10.2% | -0.4% |
| 30D | -4.0% | +1.4% | -5.4% | -4.8% |
| 3M | +7.7% | +16.0% | -8.2% | +3.1% |
| 6M | +17.8% | -17.0% | +34.8% | +17.9% |
| YTD | +19.2% | -44.3% | +63.5% | +28.2% |
| 1Y | +35.7% | -54.3% | +90.0% | +51.1% |
| 3Y | +282.9% | -58.4% | +341.3% | +326.2% |
| 5Y | +345.6% | -66.7% | +412.3% | +363.7% |
| All | +345.6% | -67.3% | +412.9% | +363.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling