+285.6%
APH vs DINO
+107.5%
+178.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | +5.0% | +5.7% | -0.8% | +4.6% |
| 30D | -3.9% | +27.8% | -31.7% | -5.5% |
| 3M | +13.0% | +45.6% | -32.7% | +10.0% |
| 6M | +25.2% | +88.5% | -63.3% | +17.7% |
| YTD | +22.9% | +134.1% | -111.2% | +10.3% |
| 1Y | +47.8% | +111.1% | -63.3% | +35.6% |
| All | +285.6% | +107.5% | +178.1% | +230.7% |
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 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