+355.9%
APH vs DAR
-11.0%
+366.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | +5.0% | +1.4% | +3.6% | +4.6% |
| 30D | -3.9% | +12.8% | -16.7% | -6.5% |
| 3M | +13.0% | +7.4% | +5.6% | +10.9% |
| 6M | +25.2% | +22.3% | +2.9% | +19.1% |
| YTD | +22.9% | +81.1% | -58.1% | +7.5% |
| 1Y | +47.8% | +106.5% | -58.7% | +25.2% |
| 3Y | +283.0% | +5.3% | +277.7% | +268.1% |
| All | +355.9% | -11.0% | +366.9% | +339.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling