+285.6%
APH vs DHI
+22.0%
+263.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +1.6% | -2.3% | +4.0% | +2.0% |
| 30D | -3.0% | -5.3% | +2.3% | -2.2% |
| 3M | +5.7% | -7.8% | +13.5% | +6.9% |
| 6M | +20.0% | -5.4% | +25.3% | +20.4% |
| YTD | +20.8% | -2.7% | +23.5% | +20.5% |
| 1Y | +40.2% | -21.0% | +61.2% | +44.1% |
| All | +285.6% | +22.0% | +263.6% | +244.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling