+88.8%
APA vs DINO
+265.6%
-176.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.0% | +1.3% |
| 7D | +9.6% | +5.0% | +4.6% | +5.9% |
| 30D | -0.2% | -19.9% | +19.7% | +15.7% |
| 3M | +19.8% | +16.8% | +3.1% | +5.7% |
| 6M | +30.1% | +44.8% | -14.8% | -2.6% |
| YTD | +100.4% | +128.0% | -27.6% | +5.7% |
| 1Y | +105.2% | +95.0% | +10.2% | +21.5% |
| 3Y | +44.6% | +115.4% | -70.7% | -24.2% |
| 5Y | +88.8% | +252.6% | -163.8% | -27.5% |
| All | +88.8% | +265.6% | -176.8% | -27.5% |
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