+285.2%
APH vs DHI
+57.0%
+228.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +4.9% | -4.1% | +9.0% | +5.9% |
| 30D | -5.4% | +9.3% | -14.7% | -8.2% |
| 3M | -5.5% | -2.6% | -2.9% | -5.6% |
| 6M | +25.9% | +4.1% | +21.8% | +23.0% |
| YTD | +16.4% | +2.3% | +14.1% | +13.6% |
| 1Y | +16.5% | +2.7% | +13.7% | +13.1% |
| 3Y | +270.9% | +23.2% | +247.7% | +218.9% |
| All | +285.2% | +57.0% | +228.2% | +190.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling