+268.0%
APH vs DECK
+25.8%
+242.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.5% | -7.8% | -9.0% |
| 7D | -12.7% | +6.0% | -18.7% | -14.1% |
| 30D | -19.2% | +7.4% | -26.6% | -20.8% |
| 3M | -16.7% | -11.7% | -5.0% | -14.5% |
| 6M | +5.1% | -11.0% | +16.1% | +7.1% |
| YTD | +6.6% | -15.4% | +21.9% | +9.2% |
| 1Y | +3.9% | +7.2% | -3.4% | -0.3% |
| 3Y | +246.0% | -11.8% | +257.9% | +225.0% |
| 5Y | +268.0% | +24.3% | +243.7% | +188.9% |
| All | +268.0% | +25.8% | +242.2% | +188.9% |
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