+717.4%
HOOD vs APH
+244.7%
+472.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -9.3% | -1.0% | -3.4% |
| 7D | -14.4% | -12.7% | -1.7% | -5.6% |
| 30D | -30.0% | -19.2% | -10.8% | -18.4% |
| 3M | -15.5% | -16.7% | +1.2% | -4.3% |
| 6M | +1.8% | +5.1% | -3.4% | -6.5% |
| YTD | -30.7% | +6.6% | -37.2% | -41.7% |
| 1Y | -45.0% | +3.9% | -48.9% | -52.4% |
| All | +717.4% | +244.7% | +472.7% | +148.5% |
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