+294.9%
APH vs HWM
+608.9%
-314.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -1.9% |
| 7D | +0.4% | +5.0% | -4.6% | -1.8% |
| 30D | -8.0% | +1.5% | -9.5% | -8.6% |
| 3M | -5.0% | -20.3% | +15.3% | +5.4% |
| 6M | +29.9% | -18.0% | +47.9% | +41.6% |
| YTD | +18.0% | +9.5% | +8.5% | +10.3% |
| 1Y | +11.3% | +7.5% | +3.9% | +5.1% |
| 3Y | +274.9% | +355.7% | -80.7% | +69.6% |
| All | +294.9% | +608.9% | -314.0% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling