+237.0%
HOOD vs APH
+379.1%
-142.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -2.8% |
| 7D | +13.4% | +0.2% | +13.2% | +13.4% |
| 30D | +25.8% | -3.3% | +29.1% | +29.5% |
| 3M | +38.0% | +14.0% | +23.9% | +19.2% |
| 6M | +52.2% | +24.4% | +27.8% | +17.2% |
| YTD | +3.7% | +21.4% | -17.7% | -23.0% |
| 1Y | +0.1% | +48.9% | -48.9% | -41.5% |
| 3Y | +992.6% | +290.1% | +702.4% | +100.4% |
| 5Y | +193.0% | +352.8% | -159.8% | -56.5% |
| All | +237.0% | +379.1% | -142.1% | -47.2% |
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