+355.9%
APH vs HUT
+71.6%
+284.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | +0.1% |
| 7D | +5.0% | +17.8% | -12.8% | +2.8% |
| 30D | -3.9% | +0.8% | -4.7% | -4.3% |
| 3M | +13.0% | -26.8% | +39.8% | +15.7% |
| 6M | +25.2% | +72.6% | -47.4% | +14.4% |
| YTD | +22.9% | +103.6% | -80.7% | +9.6% |
| 1Y | +47.8% | +265.3% | -217.4% | +21.1% |
| 3Y | +283.0% | +689.4% | -406.4% | +165.8% |
| All | +355.9% | +71.6% | +284.3% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded HUT 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling