+268.0%
APH vs HUT
-38.2%
+306.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.1% | -3.2% | -8.5% |
| 7D | -12.7% | -30.8% | +18.1% | -8.8% |
| 30D | -19.2% | -50.2% | +31.0% | -12.1% |
| 3M | -16.7% | -50.5% | +33.8% | -9.8% |
| 6M | +5.1% | -42.9% | +48.1% | +10.0% |
| YTD | +6.6% | 0.0% | +6.5% | +3.0% |
| 1Y | +3.9% | -2.2% | +6.1% | -0.3% |
| 3Y | +246.0% | +289.4% | -43.4% | +159.6% |
| 5Y | +268.0% | -36.7% | +304.7% | +195.7% |
| All | +268.0% | -38.2% | +306.2% | +195.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling