+951.3%
APH vs DINO
+503.4%
+447.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.7% | +5.5% | +7.7% |
| 7D | +1.1% | -10.7% | +11.7% | +3.3% |
| 30D | -7.5% | -17.8% | +10.3% | -4.3% |
| 3M | -4.4% | +23.3% | -27.7% | -8.3% |
| 6M | +26.5% | +39.6% | -13.1% | +18.0% |
| YTD | +20.0% | +121.6% | -101.5% | +0.9% |
| 1Y | +16.9% | +88.2% | -71.4% | +1.5% |
| 3Y | +288.5% | +114.4% | +174.1% | +221.1% |
| 5Y | +310.3% | +248.7% | +61.6% | +195.5% |
| 10Y | +951.3% | +430.9% | +520.4% | +584.0% |
| All | +951.3% | +503.4% | +447.9% | +584.0% |
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