+111.8%
HOOD vs APH
+274.6%
-162.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -9.3% | -1.0% | -2.3% |
| 7D | -14.4% | -12.7% | -1.7% | -4.1% |
| 30D | -30.0% | -19.2% | -10.8% | -16.4% |
| 3M | -15.5% | -16.7% | +1.2% | -2.6% |
| 6M | +1.8% | +5.1% | -3.4% | -8.4% |
| YTD | -30.7% | +6.6% | -37.2% | -43.2% |
| 1Y | -45.0% | +3.9% | -48.9% | -53.6% |
| 3Y | +709.0% | +246.0% | +463.0% | +61.6% |
| 5Y | +111.8% | +268.0% | -156.2% | -64.0% |
| All | +111.8% | +274.6% | -162.8% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling