+250.7%
HOOD vs APH
+137.1%
+113.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -47.8% | +64.3% | +40.7% |
| 7D | +11.3% | -48.7% | +60.0% | +36.5% |
| 30D | +31.6% | -51.9% | +83.5% | +70.7% |
| 3M | +38.2% | -43.6% | +81.8% | +51.3% |
| 6M | +48.5% | -37.5% | +86.1% | +42.8% |
| YTD | +8.0% | -38.6% | +46.6% | -0.5% |
| 1Y | +18.7% | -26.3% | +45.0% | -11.7% |
| 3Y | +999.1% | +89.2% | +909.9% | +163.0% |
| 5Y | +181.7% | +119.8% | +61.9% | -46.4% |
| All | +250.7% | +137.1% | +113.6% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling