+36.0%
HBAN vs APA
+169.7%
-133.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -1.9% | +0.8% | -2.7% | -2.1% |
| 30D | -5.9% | +9.6% | -15.5% | -7.9% |
| 3M | +0.2% | +18.0% | -17.8% | -4.1% |
| 6M | +6.6% | +41.9% | -35.2% | -4.2% |
| YTD | -1.7% | +86.3% | -88.0% | -18.3% |
| 1Y | -1.7% | +97.9% | -99.6% | -20.2% |
| 3Y | +74.9% | +12.8% | +62.1% | +57.0% |
| 5Y | +36.0% | +177.2% | -141.2% | -12.5% |
| All | +36.0% | +169.7% | -133.7% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling