+131.0%
HOOD vs APH
+300.5%
-169.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -4.2% |
| 7D | +3.8% | +11.1% | -7.4% | -5.5% |
| 30D | -26.4% | -7.3% | -19.1% | -22.1% |
| 3M | -14.3% | -6.2% | -8.1% | -11.1% |
| 6M | +3.9% | +24.9% | -21.0% | -19.3% |
| YTD | -28.1% | +18.4% | -46.5% | -46.4% |
| 1Y | -38.8% | +13.0% | -51.8% | -51.9% |
| 3Y | +888.5% | +276.4% | +612.1% | +84.6% |
| 5Y | +131.0% | +296.4% | -165.4% | -63.8% |
| All | +131.0% | +300.5% | -169.5% | -63.8% |
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