+352.5%
APH vs HUM
+1.5%
+351.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | +1.6% | -0.2% | +1.9% | +1.6% |
| 30D | -3.0% | +3.7% | -6.7% | -3.2% |
| 3M | +5.7% | +10.4% | -4.7% | +5.2% |
| 6M | +20.0% | +125.7% | -105.8% | +15.0% |
| YTD | +20.8% | +57.3% | -36.5% | +17.3% |
| 1Y | +40.2% | +48.6% | -8.4% | +36.3% |
| 3Y | +288.1% | -11.3% | +299.4% | +290.8% |
| 5Y | +352.5% | +0.8% | +351.7% | +325.9% |
| All | +352.5% | +1.5% | +351.0% | +325.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling