+12.5%
APH vs HUT
+35.9%
-23.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.6% | -8.4% | -2.4% |
| 7D | +0.4% | +24.8% | -24.4% | -4.3% |
| 30D | -8.0% | -28.4% | +20.4% | -3.0% |
| 3M | -5.0% | -31.2% | +26.2% | +0.1% |
| 6M | +29.9% | -40.2% | +70.2% | +37.7% |
| YTD | +18.0% | +32.9% | -14.9% | +2.0% |
| All | +12.5% | +35.9% | -23.4% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling