+1,317.8%
APH vs HUBS
+559.3%
+758.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +4.9% | +8.3% | -3.4% | +3.4% |
| 30D | -5.4% | -4.0% | -1.4% | -5.1% |
| 3M | -5.5% | -9.7% | +4.2% | -5.0% |
| 6M | +25.9% | +21.4% | +4.5% | +15.7% |
| YTD | +16.4% | -45.9% | +62.2% | +23.8% |
| 1Y | +16.5% | -44.4% | +60.9% | +23.0% |
| 3Y | +270.9% | -49.7% | +320.5% | +289.6% |
| 5Y | +289.5% | -74.2% | +363.7% | +341.5% |
| 10Y | +930.0% | +275.5% | +654.5% | +533.7% |
| All | +1,317.8% | +559.3% | +758.5% | +688.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling