+930.0%
APH vs DAR
+311.7%
+618.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.1% |
| 7D | +4.9% | +11.6% | -6.7% | +1.8% |
| 30D | -5.4% | -10.2% | +4.9% | -2.6% |
| 3M | -5.5% | -14.8% | +9.4% | -1.7% |
| 6M | +25.9% | -10.1% | +36.0% | +28.5% |
| YTD | +16.4% | +55.5% | -39.2% | +1.1% |
| 1Y | +16.5% | +61.7% | -45.2% | 0.0% |
| 3Y | +270.9% | +37.2% | +233.7% | +216.2% |
| 5Y | +289.5% | -26.9% | +316.4% | +292.4% |
| All | +930.0% | +311.7% | +618.3% | +444.0% |
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