+270.9%
APH vs DINO
+115.3%
+155.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | +4.9% | +5.7% | -0.8% | +4.4% |
| 30D | -5.4% | -19.6% | +14.2% | -4.2% |
| 3M | -5.5% | +11.8% | -17.3% | -6.3% |
| 6M | +25.9% | +49.0% | -23.0% | +22.1% |
| YTD | +16.4% | +128.1% | -111.8% | +4.2% |
| 1Y | +16.5% | +96.3% | -79.8% | +7.9% |
| 3Y | +270.9% | +113.8% | +157.1% | +217.1% |
| All | +270.9% | +115.3% | +155.6% | +217.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling