+310.3%
APH vs DAR
-37.0%
+347.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.7% | +3.5% | +7.2% |
| 7D | +1.1% | -2.8% | +3.8% | +1.7% |
| 30D | -7.5% | -12.8% | +5.3% | -4.9% |
| 3M | -4.4% | -11.6% | +7.1% | -2.5% |
| 6M | +26.5% | -16.8% | +43.2% | +30.4% |
| YTD | +20.0% | +45.9% | -25.9% | +9.4% |
| 1Y | +16.9% | +61.5% | -44.6% | +4.1% |
| 3Y | +288.5% | +23.0% | +265.5% | +252.7% |
| 5Y | +310.3% | -35.8% | +346.1% | +334.3% |
| All | +310.3% | -37.0% | +347.3% | +334.3% |
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 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