+250.7%
HOOD vs APD
+17.9%
+232.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +17.1% | -2.2% | +19.3% | +18.1% |
| 30D | +31.6% | +2.1% | +29.5% | +30.1% |
| 3M | +38.2% | +7.2% | +31.1% | +33.1% |
| 6M | +48.5% | +11.2% | +37.3% | +39.4% |
| YTD | +8.0% | +24.4% | -16.4% | -5.1% |
| 1Y | +18.7% | +6.7% | +12.0% | +12.6% |
| 3Y | +999.1% | +9.2% | +989.9% | +924.5% |
| 5Y | +181.7% | +27.4% | +154.3% | +125.2% |
| All | +250.7% | +17.9% | +232.8% | +158.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling