+285.6%
APH vs DBX
+26.1%
+259.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +5.0% | -2.4% | +7.4% | +5.2% |
| 30D | -3.9% | -0.5% | -3.4% | -3.9% |
| 3M | +13.0% | +28.1% | -15.1% | +9.5% |
| 6M | +25.2% | +33.1% | -7.9% | +20.1% |
| YTD | +22.9% | +25.3% | -2.4% | +19.6% |
| 1Y | +47.8% | +18.3% | +29.5% | +45.3% |
| All | +285.6% | +26.1% | +259.5% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 3y: compounded portfolio wealth divided by compounded DBX 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…
3y analysis · Full analysis span regression · 6 months rolling