+262.1%
APH vs HUT
+336.9%
-74.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +14.6% | -10.5% | +2.1% |
| 7D | -5.9% | -11.4% | +5.4% | -4.8% |
| 30D | -14.8% | -41.0% | +26.2% | -9.2% |
| 3M | -12.4% | -41.9% | +29.5% | -7.0% |
| 6M | +8.1% | -51.7% | +59.7% | +16.0% |
| YTD | +10.9% | +14.6% | -3.7% | +5.5% |
| 1Y | +8.8% | +21.4% | -12.6% | +2.0% |
| 3Y | +262.1% | +359.8% | -97.8% | +192.4% |
| All | +262.1% | +336.9% | -74.9% | +192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling