+189.8%
HOOD vs APH
+350.9%
-161.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.9% |
| 7D | +17.1% | +5.0% | +12.2% | +12.2% |
| 30D | +31.6% | -3.9% | +35.5% | +36.1% |
| 3M | +38.2% | +13.0% | +25.3% | +20.6% |
| 6M | +48.5% | +25.2% | +23.4% | +13.7% |
| YTD | +8.0% | +22.9% | -15.0% | -20.8% |
| 1Y | +18.7% | +47.8% | -29.2% | -29.9% |
| 3Y | +999.1% | +283.0% | +716.1% | +106.2% |
| All | +189.8% | +350.9% | -161.0% | -57.7% |
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 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