+285.6%
APH vs DAR
+6.3%
+279.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | +5.0% | +1.4% | +3.6% | +4.7% |
| 30D | -3.9% | +12.8% | -16.7% | -5.8% |
| 3M | +13.0% | +7.4% | +5.6% | +11.4% |
| 6M | +25.2% | +22.3% | +2.9% | +20.6% |
| YTD | +22.9% | +81.1% | -58.1% | +11.1% |
| 1Y | +47.8% | +106.5% | -58.7% | +30.6% |
| All | +285.6% | +6.3% | +279.3% | +259.3% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling