+142.9%
HOOD vs APH
+365.4%
-222.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.7% |
| 7D | -3.2% | +0.4% | -3.6% | -3.7% |
| 30D | -22.6% | -8.0% | -14.6% | -17.5% |
| 3M | -10.4% | -5.0% | -5.4% | -8.0% |
| 6M | +4.7% | +29.9% | -25.2% | -22.1% |
| YTD | -25.2% | +18.0% | -43.2% | -44.1% |
| 1Y | -35.9% | +11.3% | -47.2% | -48.8% |
| 3Y | +927.7% | +274.9% | +652.8% | +92.7% |
| 5Y | +147.5% | +300.6% | -153.1% | -58.7% |
| All | +142.9% | +365.4% | -222.5% | -61.7% |
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