+1,059.7%
APH vs DAR
+352.7%
+707.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.1% |
| 7D | +5.0% | +1.4% | +3.6% | +4.5% |
| 30D | -3.9% | +12.8% | -16.7% | -7.4% |
| 3M | +13.0% | +7.4% | +5.6% | +10.1% |
| 6M | +25.2% | +22.3% | +2.9% | +17.1% |
| YTD | +22.9% | +81.1% | -58.1% | +2.8% |
| 1Y | +47.8% | +106.5% | -58.7% | +18.3% |
| 3Y | +283.0% | +5.3% | +277.7% | +259.0% |
| 5Y | +349.7% | -11.5% | +361.2% | +327.8% |
| All | +1,059.7% | +352.7% | +707.0% | +493.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling