+270.9%
APH vs HWM
+348.7%
-77.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.3% |
| 7D | +4.9% | +7.3% | -2.4% | +1.4% |
| 30D | -5.4% | +1.6% | -7.0% | -6.0% |
| 3M | -5.5% | -21.9% | +16.4% | +5.3% |
| 6M | +25.9% | -19.0% | +45.0% | +37.4% |
| YTD | +16.4% | +7.9% | +8.4% | +9.7% |
| 1Y | +16.5% | +9.9% | +6.6% | +8.9% |
| 3Y | +270.9% | +342.1% | -71.3% | +115.4% |
| All | +270.9% | +348.7% | -77.9% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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