+290.1%
APH vs HUM
-11.4%
+301.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | +0.2% | +2.1% | -1.9% | +0.2% |
| 30D | -3.3% | +4.7% | -8.0% | -3.3% |
| 3M | +14.0% | +13.5% | +0.5% | +14.2% |
| 6M | +24.4% | +126.7% | -102.2% | +24.9% |
| YTD | +21.4% | +58.5% | -37.1% | +21.0% |
| 1Y | +48.9% | +31.7% | +17.2% | +48.4% |
| 3Y | +290.1% | -10.6% | +300.7% | +266.5% |
| All | +290.1% | -11.4% | +301.5% | +266.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling