+8,592.4%
APH vs DKS
+6,292.4%
+2,300.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.0% | -50.8% | -48.6% |
| 7D | -48.7% | +5.6% | -54.3% | -49.9% |
| 30D | -51.9% | -30.5% | -21.4% | -48.4% |
| 3M | -43.6% | -35.7% | -7.9% | -38.4% |
| 6M | -37.5% | -29.7% | -7.8% | -33.6% |
| YTD | -38.6% | -28.9% | -9.8% | -35.2% |
| 1Y | -26.3% | -35.9% | +9.5% | -20.4% |
| 3Y | +89.2% | +28.2% | +61.1% | +62.3% |
| 5Y | +119.8% | +11.8% | +108.0% | +85.2% |
| 10Y | +454.3% | +211.6% | +242.6% | +200.3% |
| All | +8,592.4% | +6,292.4% | +2,300.0% | +1,777.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling