+127,881.2%
APH vs HUM
+5,896.6%
+121,984.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -1.5% |
| 7D | -5.0% | +4.8% | -9.9% | -5.7% |
| 30D | -8.4% | +1.6% | -10.0% | -8.6% |
| 3M | -4.5% | +13.8% | -18.3% | -6.5% |
| 6M | +25.3% | +60.0% | -34.8% | +15.9% |
| YTD | +18.9% | +72.7% | -53.8% | +7.5% |
| 1Y | +11.9% | +86.1% | -74.2% | -0.1% |
| 3Y | +278.0% | -7.8% | +285.8% | +265.8% |
| 5Y | +306.4% | +2.7% | +303.7% | +281.2% |
| 10Y | +955.2% | +147.3% | +807.9% | +749.0% |
| All | +127,881.2% | +5,896.6% | +121,984.6% | +60,081.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling