+659.6%
APH vs HUT
+240.9%
+418.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.6% | -8.4% | -1.5% |
| 7D | +0.4% | +24.8% | -24.4% | -1.5% |
| 30D | -8.0% | -28.4% | +20.4% | -5.7% |
| 3M | -5.0% | -31.2% | +26.2% | -2.7% |
| 6M | +29.9% | -40.2% | +70.2% | +33.7% |
| YTD | +18.0% | +32.9% | -14.9% | +12.8% |
| 1Y | +11.3% | +39.1% | -27.7% | +5.6% |
| 3Y | +274.9% | +462.8% | -187.8% | +205.1% |
| 5Y | +300.6% | -13.9% | +314.5% | +237.0% |
| All | +659.6% | +240.9% | +418.7% | +401.1% |
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