-26.3%
APH vs DAR
+104.4%
-130.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.6% | -46.2% | -47.4% |
| 7D | -48.7% | +6.2% | -54.9% | -49.0% |
| 30D | -51.9% | +12.8% | -64.7% | -53.0% |
| 3M | -43.6% | +7.4% | -50.9% | -44.2% |
| 6M | -37.5% | +22.3% | -59.8% | -40.7% |
| YTD | -38.6% | +81.1% | -119.7% | -47.7% |
| 1Y | -26.3% | +106.5% | -132.8% | -39.3% |
| All | -26.3% | +104.4% | -130.7% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling