+18,584.6%
APH vs DKS
+6,292.4%
+12,292.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +5.0% | +3.0% | +2.0% | +4.1% |
| 30D | -3.9% | -30.5% | +26.7% | +3.9% |
| 3M | +13.0% | -35.7% | +48.7% | +24.2% |
| 6M | +25.2% | -29.7% | +54.8% | +33.9% |
| YTD | +22.9% | -28.9% | +51.8% | +30.7% |
| 1Y | +47.8% | -35.9% | +83.7% | +60.9% |
| 3Y | +283.0% | +28.2% | +254.9% | +230.9% |
| 5Y | +349.7% | +11.8% | +337.8% | +281.6% |
| 10Y | +1,061.2% | +211.6% | +849.6% | +533.7% |
| All | +18,584.6% | +6,292.4% | +12,292.1% | +3,964.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded DKS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling