+310.3%
APH vs HUT
-30.5%
+340.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.3% | -0.1% | +7.1% |
| 7D | +1.1% | +3.7% | -2.6% | +0.3% |
| 30D | -7.5% | -32.3% | +24.9% | -3.3% |
| 3M | -4.4% | -35.6% | +31.2% | 0.0% |
| 6M | +26.5% | -42.1% | +68.6% | +32.6% |
| YTD | +20.0% | +24.1% | -4.1% | +12.7% |
| 1Y | +16.9% | +27.9% | -11.0% | +8.3% |
| 3Y | +288.5% | +409.1% | -120.6% | +181.2% |
| 5Y | +310.3% | -25.9% | +336.2% | +225.9% |
| All | +310.3% | -30.5% | +340.8% | +225.9% |
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