+1,397.9%
APH vs HUBS
+651.4%
+746.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.4% |
| 7D | +5.0% | -5.0% | +10.0% | +5.9% |
| 30D | -3.9% | -1.0% | -2.8% | -4.8% |
| 3M | +13.0% | +12.4% | +0.6% | +8.0% |
| 6M | +25.2% | -11.1% | +36.3% | +22.9% |
| YTD | +22.9% | -38.3% | +61.2% | +29.0% |
| 1Y | +47.8% | -46.7% | +94.5% | +58.6% |
| 3Y | +283.0% | -55.1% | +338.1% | +317.9% |
| 5Y | +349.7% | -64.8% | +414.5% | +380.9% |
| 10Y | +1,061.2% | +334.3% | +726.9% | +602.2% |
| All | +1,397.9% | +651.4% | +746.5% | +721.8% |
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 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