+74.9%
HBAN vs APA
+45.9%
+29.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.1% | +0.3% |
| 7D | +2.3% | +8.5% | -6.3% | +0.7% |
| 30D | +4.8% | +2.8% | +2.0% | +3.9% |
| 3M | -10.1% | +21.7% | -31.8% | -13.8% |
| 6M | +5.0% | +32.6% | -27.6% | -1.8% |
| YTD | -6.1% | +103.7% | -109.8% | -23.5% |
| 1Y | +4.6% | +101.8% | -97.2% | -14.7% |
| 3Y | +74.9% | +48.1% | +26.9% | +45.9% |
| All | +74.9% | +45.9% | +29.0% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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