+944.2%
APH vs THC
+1,879.5%
-935.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | +0.4% | +0.2% | +0.1% | +0.4% |
| 30D | -8.0% | +9.0% | -17.0% | -9.5% |
| 3M | -5.0% | +12.9% | -17.9% | -7.2% |
| 6M | +29.9% | +52.8% | -22.9% | +19.4% |
| YTD | +18.0% | +47.4% | -29.5% | +8.6% |
| 1Y | +11.3% | +47.7% | -36.4% | +2.4% |
| 3Y | +274.9% | +444.7% | -169.7% | +169.7% |
| 5Y | +300.6% | +269.3% | +31.3% | +197.7% |
| 10Y | +944.2% | +1,913.5% | -969.3% | +495.1% |
| All | +944.2% | +1,879.5% | -935.3% | +495.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling