+40.2%
APH vs DINO
+115.5%
-75.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | +1.6% | +2.0% | -0.3% | +2.0% |
| 30D | -3.0% | +27.7% | -30.7% | +1.4% |
| 3M | +5.7% | +56.3% | -50.5% | +15.9% |
| 6M | +20.0% | +107.6% | -87.6% | +36.3% |
| YTD | +20.8% | +140.2% | -119.4% | +33.9% |
| 1Y | +40.2% | +113.0% | -72.7% | +60.7% |
| All | +40.2% | +115.5% | -75.2% | +60.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling