+175.6%
APA vs DINO
+328.2%
-152.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.1% | +3.1% |
| 7D | +0.3% | +2.0% | -1.6% | -1.1% |
| 30D | +9.3% | +27.7% | -18.4% | -8.8% |
| 3M | +23.3% | +56.3% | -32.9% | -11.9% |
| 6M | +39.5% | +107.6% | -68.1% | -19.0% |
| YTD | +87.6% | +140.2% | -52.6% | -4.4% |
| 1Y | +114.2% | +113.0% | +1.3% | +19.1% |
| 3Y | +13.6% | +100.1% | -86.5% | -37.1% |
| 5Y | +175.6% | +328.7% | -153.1% | -21.1% |
| All | +175.6% | +328.2% | -152.6% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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