+1,041.3%
APH vs DECK
+705.1%
+336.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.2% |
| 7D | +0.2% | -2.3% | +2.5% | +0.8% |
| 30D | -3.3% | -15.2% | +11.9% | +0.8% |
| 3M | +14.0% | -24.7% | +38.8% | +22.0% |
| 6M | +24.4% | -20.8% | +45.2% | +31.2% |
| YTD | +21.4% | -20.3% | +41.7% | +26.9% |
| 1Y | +48.9% | -29.5% | +78.4% | +59.4% |
| 3Y | +290.1% | -6.0% | +296.1% | +261.6% |
| 5Y | +352.8% | +23.5% | +329.3% | +271.7% |
| 10Y | +1,041.3% | +723.9% | +317.3% | +537.7% |
| All | +1,041.3% | +705.1% | +336.2% | +537.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 10y: compounded portfolio wealth divided by compounded DECK 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…
10y analysis · Full analysis span regression · 6 months rolling