+25.2%
APH vs DGX
+14.9%
+10.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.8% |
| 7D | +5.0% | -2.3% | +7.3% | +4.8% |
| 30D | -3.9% | +0.6% | -4.4% | -3.8% |
| 3M | +13.0% | +21.4% | -8.4% | +13.8% |
| 6M | +25.2% | +14.7% | +10.4% | +25.2% |
| All | +25.2% | +14.9% | +10.3% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 6mo: compounded portfolio wealth divided by compounded DGX 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…
6mo analysis · Full analysis span regression · 6 months rolling