+254.2%
HD vs APA
0.0%
+254.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.5% | -2.1% |
| 7D | +4.3% | -15.5% | +19.8% | +6.0% |
| 30D | +20.2% | +2.4% | +17.8% | +19.6% |
| 3M | -1.0% | +22.8% | -23.8% | -3.6% |
| 6M | +7.9% | +17.9% | -10.0% | +5.1% |
| YTD | +2.0% | +87.7% | -85.7% | -6.8% |
| 1Y | -4.3% | +94.2% | -98.5% | -13.0% |
| 3Y | +25.9% | +27.2% | -1.3% | +17.7% |
| 5Y | +5.8% | +74.1% | -68.3% | -7.5% |
| All | +254.2% | 0.0% | +254.2% | +167.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling