+59,237.6%
APH vs DGX
+8,858.2%
+50,379.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +5.0% | -2.3% | +7.3% | +5.6% |
| 30D | -3.9% | +0.6% | -4.4% | -4.1% |
| 3M | +13.0% | +21.4% | -8.4% | +6.4% |
| 6M | +25.2% | +14.7% | +10.4% | +19.6% |
| YTD | +22.9% | +38.4% | -15.5% | +10.8% |
| 1Y | +47.8% | +34.0% | +13.9% | +34.2% |
| 3Y | +283.0% | +92.7% | +190.3% | +207.0% |
| 5Y | +349.7% | +67.7% | +282.0% | +272.5% |
| 10Y | +1,061.2% | +248.0% | +813.2% | +659.5% |
| All | +59,237.6% | +8,858.2% | +50,379.3% | +18,488.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling