+1,041.3%
APH vs DKS
+196.9%
+844.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.6% | -0.2% |
| 7D | +0.2% | -0.4% | +0.6% | +0.3% |
| 30D | -3.3% | -36.6% | +33.3% | +4.9% |
| 3M | +14.0% | -37.6% | +51.7% | +23.7% |
| 6M | +24.4% | -32.1% | +56.5% | +32.2% |
| YTD | +21.4% | -32.3% | +53.7% | +28.8% |
| 1Y | +48.9% | -39.5% | +88.4% | +61.3% |
| 3Y | +290.1% | +27.7% | +262.4% | +251.0% |
| 5Y | +352.8% | +15.0% | +337.8% | +298.7% |
| 10Y | +1,041.3% | +192.6% | +848.7% | +631.2% |
| All | +1,041.3% | +196.9% | +844.4% | +631.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling