+132,206.3%
APH vs DINO
+17,589.2%
+114,617.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +5.0% | +5.7% | -0.8% | +3.8% |
| 30D | -3.9% | +27.8% | -31.7% | -8.5% |
| 3M | +13.0% | +45.6% | -32.7% | +4.4% |
| 6M | +25.2% | +88.5% | -63.3% | +8.9% |
| YTD | +22.9% | +134.1% | -111.2% | +1.6% |
| 1Y | +47.8% | +111.1% | -63.3% | +24.6% |
| 3Y | +283.0% | +109.1% | +173.9% | +216.8% |
| 5Y | +349.7% | +307.2% | +42.5% | +213.5% |
| 10Y | +1,061.2% | +495.9% | +565.3% | +580.7% |
| All | +132,206.3% | +17,589.2% | +114,617.0% | +42,058.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded DINO 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling