+1,059.7%
APH vs DOC
-2.1%
+1,061.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.5% |
| 7D | +5.0% | -1.5% | +6.4% | +5.5% |
| 30D | -3.9% | -4.8% | +0.9% | -2.3% |
| 3M | +13.0% | +6.9% | +6.1% | +9.7% |
| 6M | +25.2% | +20.7% | +4.4% | +15.4% |
| YTD | +22.9% | +34.1% | -11.2% | +8.8% |
| 1Y | +47.8% | +22.6% | +25.2% | +34.8% |
| 3Y | +283.0% | +20.8% | +262.2% | +243.6% |
| 5Y | +349.7% | -24.9% | +374.5% | +383.3% |
| All | +1,059.7% | -2.1% | +1,061.8% | +1,006.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DOC 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling