+49,819.2%
APH vs DAR
+1,348.6%
+48,470.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.3% | -9.1% |
| 7D | -12.7% | -8.1% | -4.7% | -12.1% |
| 30D | -19.2% | -17.1% | -2.0% | -17.8% |
| 3M | -16.7% | -12.3% | -4.4% | -15.9% |
| 6M | +5.1% | -21.8% | +26.9% | +7.2% |
| YTD | +6.6% | +40.8% | -34.3% | +3.0% |
| 1Y | +3.9% | +57.4% | -53.5% | -0.6% |
| 3Y | +246.0% | +12.1% | +233.9% | +236.9% |
| 5Y | +268.0% | -40.2% | +308.2% | +275.0% |
| 10Y | +868.2% | +280.1% | +588.2% | +746.9% |
| All | +49,819.2% | +1,348.6% | +48,470.6% | +37,595.4% |
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