+61,451.9%
APH vs DINO
+17,589.2%
+43,862.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.7% | -51.5% | -48.5% |
| 7D | -48.7% | +8.7% | -57.4% | -49.9% |
| 30D | -51.9% | +27.8% | -79.8% | -54.6% |
| 3M | -43.6% | +45.6% | -89.2% | -48.2% |
| 6M | -37.5% | +88.5% | -126.0% | -46.0% |
| YTD | -38.6% | +134.1% | -172.8% | -49.6% |
| 1Y | -26.3% | +111.1% | -137.4% | -38.3% |
| 3Y | +89.2% | +109.1% | -19.9% | +55.4% |
| 5Y | +119.8% | +307.2% | -187.4% | +52.2% |
| 10Y | +454.3% | +495.9% | -41.7% | +222.7% |
| All | +61,451.9% | +17,589.2% | +43,862.7% | +19,378.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling