+951.3%
APH vs DAR
+288.2%
+663.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.7% | +3.5% | +6.9% |
| 7D | +1.1% | -2.8% | +3.8% | +2.0% |
| 30D | -7.5% | -12.8% | +5.3% | -3.9% |
| 3M | -4.4% | -11.6% | +7.1% | -1.7% |
| 6M | +26.5% | -16.8% | +43.2% | +31.9% |
| YTD | +20.0% | +45.9% | -25.9% | +6.3% |
| 1Y | +16.9% | +61.5% | -44.6% | +0.3% |
| 3Y | +288.5% | +23.0% | +265.5% | +242.4% |
| 5Y | +310.3% | -35.8% | +346.1% | +330.7% |
| 10Y | +951.3% | +280.4% | +670.9% | +465.9% |
| All | +951.3% | +288.2% | +663.0% | +465.9% |
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