+122.7%
HOOD vs APD
+16.4%
+106.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.3% |
| 7D | -3.8% | +3.8% | -7.6% | -5.4% |
| 30D | -23.0% | +8.2% | -31.2% | -25.7% |
| 3M | -21.6% | +4.3% | -25.9% | -23.3% |
| 6M | +1.4% | +4.7% | -3.3% | -1.5% |
| YTD | -31.2% | +31.5% | -62.7% | -41.5% |
| 1Y | -35.9% | +23.5% | -59.5% | -44.0% |
| 3Y | +836.9% | +29.1% | +807.8% | +691.8% |
| All | +122.7% | +16.4% | +106.3% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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