+345.6%
APH vs DHI
+56.7%
+289.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.7% |
| 7D | -2.2% | -6.1% | +3.9% | -0.6% |
| 30D | -4.0% | -10.1% | +6.1% | -1.5% |
| 3M | +7.7% | -7.3% | +15.0% | +9.3% |
| 6M | +17.8% | -6.1% | +23.9% | +18.9% |
| YTD | +19.2% | -5.0% | +24.2% | +19.4% |
| 1Y | +35.7% | -22.1% | +57.8% | +42.7% |
| 3Y | +282.9% | +19.2% | +263.7% | +231.8% |
| 5Y | +345.6% | +59.4% | +286.2% | +232.3% |
| All | +345.6% | +56.7% | +289.0% | +232.3% |
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