-26.3%
APH vs HUM
+31.0%
-57.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -47.1% |
| 7D | -48.7% | +2.3% | -51.0% | -48.1% |
| 30D | -51.9% | +10.4% | -62.3% | -51.2% |
| 3M | -43.6% | +15.1% | -58.6% | -42.5% |
| 6M | -37.5% | +120.9% | -158.5% | -34.5% |
| YTD | -38.6% | +57.9% | -96.6% | -38.1% |
| 1Y | -26.3% | +30.6% | -56.9% | -29.0% |
| All | -26.3% | +31.0% | -57.3% | -29.0% |
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