+282.2%
APH vs DINO
+245.4%
+36.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.2% |
| 7D | -5.9% | -15.5% | +9.6% | -4.3% |
| 30D | -14.8% | -16.0% | +1.2% | -13.4% |
| 3M | -12.4% | +17.9% | -30.3% | -14.1% |
| 6M | +8.1% | +38.5% | -30.5% | +3.8% |
| YTD | +10.9% | +115.8% | -104.9% | -1.1% |
| 1Y | +8.8% | +87.1% | -78.3% | -0.6% |
| 3Y | +262.1% | +96.5% | +165.6% | +217.3% |
| All | +282.2% | +245.4% | +36.8% | +210.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling