+285.6%
APH vs DASH
+152.1%
+133.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | +2.0% |
| 7D | +5.0% | -10.6% | +15.5% | +7.7% |
| 30D | -3.9% | +2.2% | -6.0% | -4.7% |
| 3M | +13.0% | +32.3% | -19.3% | +4.1% |
| 6M | +25.2% | +19.1% | +6.0% | +17.9% |
| YTD | +22.9% | -6.5% | +29.5% | +23.6% |
| 1Y | +47.8% | -14.9% | +62.7% | +51.2% |
| All | +285.6% | +152.1% | +133.5% | +200.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DASH 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling