+132.4%
HOOD vs APH
+337.7%
-205.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | -0.3% |
| 7D | -4.8% | -5.9% | +1.1% | -0.1% |
| 30D | -26.1% | -14.8% | -11.3% | -15.7% |
| 3M | -10.8% | -12.4% | +1.6% | -1.5% |
| 6M | +2.4% | +8.1% | -5.7% | -10.0% |
| YTD | -28.5% | +10.9% | -39.4% | -43.5% |
| 1Y | -36.3% | +8.8% | -45.1% | -48.5% |
| 3Y | +743.7% | +262.1% | +481.6% | +61.7% |
| 5Y | +118.6% | +283.1% | -164.5% | -62.2% |
| All | +132.4% | +337.7% | -205.4% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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