+317.7%
APH vs DECK
+31.2%
+286.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.0% | -12.1% | -7.6% |
| 7D | -2.4% | +10.4% | -12.8% | -4.9% |
| 30D | -9.5% | +11.1% | -20.6% | -12.0% |
| 3M | -7.6% | -10.8% | +3.1% | -5.4% |
| 6M | +12.4% | -8.7% | +21.1% | +13.8% |
| YTD | +17.5% | -14.0% | +31.6% | +20.0% |
| 1Y | +16.4% | +12.0% | +4.4% | +10.4% |
| 3Y | +281.6% | -10.5% | +292.1% | +256.8% |
| 5Y | +317.7% | +28.5% | +289.2% | +228.8% |
| All | +317.7% | +31.2% | +286.5% | +228.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling