+280.4%
APH vs HUT
+422.3%
-141.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +19.0% | -66.7% | -49.2% |
| 7D | -48.7% | +7.4% | -56.1% | -49.7% |
| 30D | -51.9% | +0.8% | -52.8% | -52.7% |
| 3M | -43.6% | -26.8% | -16.8% | -43.3% |
| 6M | -37.5% | +72.6% | -110.1% | -41.8% |
| YTD | -38.6% | +103.6% | -142.3% | -43.7% |
| 1Y | -26.3% | +265.3% | -291.6% | -36.0% |
| 3Y | +89.2% | +689.4% | -600.2% | +48.0% |
| 5Y | +119.8% | +75.3% | +44.5% | +74.4% |
| All | +280.4% | +422.3% | -141.9% | +140.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling