+247.7%
APH vs HUT
+281.3%
-33.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.1% | -3.2% | -8.5% |
| 7D | -12.7% | -30.8% | +18.1% | -8.6% |
| 30D | -19.2% | -50.2% | +31.0% | -11.8% |
| 3M | -16.7% | -50.5% | +33.8% | -9.5% |
| 6M | +5.1% | -42.9% | +48.1% | +10.3% |
| YTD | +6.6% | 0.0% | +6.5% | +3.4% |
| 1Y | +3.9% | -2.2% | +6.1% | +0.1% |
| All | +247.7% | +281.3% | -33.6% | +186.4% |
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