+955.2%
APH vs DINO
+421.6%
+533.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -5.0% | -12.9% | +7.8% | -2.6% |
| 30D | -8.4% | -18.6% | +10.2% | -5.0% |
| 3M | -4.5% | +16.6% | -21.1% | -7.5% |
| 6M | +25.3% | +38.2% | -12.9% | +17.1% |
| YTD | +18.9% | +119.3% | -100.4% | +0.1% |
| 1Y | +11.9% | +84.3% | -72.3% | -2.4% |
| 3Y | +278.0% | +107.1% | +170.8% | +214.5% |
| 5Y | +306.4% | +249.9% | +56.5% | +192.4% |
| 10Y | +955.2% | +428.8% | +526.4% | +590.2% |
| All | +955.2% | +421.6% | +533.6% | +590.2% |
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