+930.0%
APH vs THC
+1,813.2%
-883.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.7% |
| 7D | +4.9% | +1.0% | +3.9% | +4.7% |
| 30D | -5.4% | +5.3% | -10.7% | -6.4% |
| 3M | -5.5% | +7.1% | -12.6% | -6.8% |
| 6M | +25.9% | +46.0% | -20.1% | +16.6% |
| YTD | +16.4% | +43.9% | -27.6% | +7.5% |
| 1Y | +16.5% | +45.4% | -29.0% | +7.4% |
| 3Y | +270.9% | +421.3% | -150.4% | +168.2% |
| 5Y | +289.5% | +261.5% | +28.0% | +190.0% |
| All | +930.0% | +1,813.2% | -883.2% | +487.7% |
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