+1,028.6%
HOOD vs APH
+89.1%
+939.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -47.8% | +64.3% | +33.0% |
| 7D | +11.3% | -48.7% | +60.0% | +28.8% |
| 30D | +31.6% | -51.9% | +83.5% | +59.8% |
| 3M | +38.2% | -43.6% | +81.8% | +45.4% |
| 6M | +48.5% | -37.5% | +86.1% | +39.9% |
| YTD | +8.0% | -38.6% | +46.6% | -2.5% |
| 1Y | +18.7% | -26.3% | +45.0% | -11.8% |
| All | +1,028.6% | +89.1% | +939.5% | +223.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling