+614.4%
APH vs HUT
+194.0%
+420.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +14.6% | -10.5% | +2.9% |
| 7D | -5.9% | -11.4% | +5.4% | -5.2% |
| 30D | -14.8% | -41.0% | +26.2% | -11.3% |
| 3M | -12.4% | -41.9% | +29.5% | -9.0% |
| 6M | +8.1% | -51.7% | +59.7% | +13.2% |
| YTD | +10.9% | +14.6% | -3.7% | +7.5% |
| 1Y | +8.8% | +21.4% | -12.6% | +4.4% |
| 3Y | +262.1% | +359.8% | -97.8% | +199.4% |
| 5Y | +283.1% | -27.5% | +310.6% | +226.7% |
| All | +614.4% | +194.0% | +420.5% | +377.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling