+160,404.3%
APH vs DHI
+12,945.6%
+147,458.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | +5.0% | -3.1% | +8.1% | +5.7% |
| 30D | -3.9% | -5.5% | +1.6% | -2.8% |
| 3M | +13.0% | -2.2% | +15.2% | +13.1% |
| 6M | +25.2% | -6.0% | +31.1% | +26.3% |
| YTD | +22.9% | 0.0% | +22.9% | +22.0% |
| 1Y | +47.8% | -18.2% | +66.1% | +52.5% |
| 3Y | +283.0% | +22.5% | +260.5% | +251.3% |
| 5Y | +349.7% | +58.4% | +291.3% | +283.3% |
| 10Y | +1,061.2% | +405.2% | +656.0% | +641.2% |
| All | +160,404.3% | +12,945.6% | +147,458.7% | +51,924.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling