+1,041.3%
APH vs DINO
+496.4%
+544.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -1.7% |
| 7D | +0.2% | +4.2% | -4.0% | -0.5% |
| 30D | -3.3% | +33.9% | -37.2% | -8.3% |
| 3M | +14.0% | +50.5% | -36.5% | +5.6% |
| 6M | +24.4% | +95.2% | -70.7% | +8.9% |
| YTD | +21.4% | +140.6% | -119.1% | +1.2% |
| 1Y | +48.9% | +119.0% | -70.0% | +26.4% |
| 3Y | +290.1% | +100.4% | +189.7% | +229.2% |
| 5Y | +352.8% | +324.6% | +28.2% | +216.5% |
| 10Y | +1,041.3% | +485.3% | +556.0% | +645.8% |
| All | +1,041.3% | +496.4% | +544.9% | +645.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling