+51,874.8%
APH vs DAR
+1,334.0%
+50,540.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.2% |
| 7D | -5.9% | -9.9% | +4.0% | -5.0% |
| 30D | -14.8% | -16.4% | +1.6% | -13.5% |
| 3M | -12.4% | -17.1% | +4.6% | -11.1% |
| 6M | +8.1% | -20.5% | +28.5% | +10.0% |
| YTD | +10.9% | +39.4% | -28.5% | +7.4% |
| 1Y | +8.8% | +57.2% | -48.5% | +4.1% |
| 3Y | +262.1% | +13.9% | +248.2% | +252.0% |
| 5Y | +283.1% | -40.8% | +324.0% | +290.8% |
| 10Y | +908.1% | +276.2% | +631.9% | +782.5% |
| All | +51,874.8% | +1,334.0% | +50,540.8% | +39,181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling