+930.0%
APH vs DHI
+494.1%
+435.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.0% |
| 7D | +4.9% | -4.1% | +9.0% | +6.2% |
| 30D | -5.4% | +9.3% | -14.7% | -8.8% |
| 3M | -5.5% | -2.6% | -2.9% | -5.7% |
| 6M | +25.9% | +4.1% | +21.8% | +22.3% |
| YTD | +16.4% | +2.3% | +14.1% | +12.9% |
| 1Y | +16.5% | +2.7% | +13.7% | +12.4% |
| 3Y | +270.9% | +23.2% | +247.7% | +218.3% |
| 5Y | +289.5% | +57.3% | +232.2% | +194.3% |
| All | +930.0% | +494.1% | +435.9% | +395.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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