+16.4%
APH vs HUM
+51.1%
-34.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.1% | -6.0% | -6.1% |
| 7D | -2.4% | +1.6% | -4.0% | -2.4% |
| 30D | -9.5% | +3.5% | -13.0% | -9.6% |
| 3M | -7.6% | +15.5% | -23.1% | -7.6% |
| 6M | +12.4% | +76.2% | -63.8% | +13.3% |
| YTD | +17.5% | +64.5% | -47.0% | +13.5% |
| 1Y | +16.4% | +50.0% | -33.6% | +11.8% |
| All | +16.4% | +51.1% | -34.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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