+967.8%
APH vs DOC
+19.9%
+948.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.1% | -9.3% | -7.2% |
| 7D | -2.4% | +8.7% | -11.1% | -5.3% |
| 30D | -9.5% | +7.6% | -17.1% | -12.1% |
| 3M | -7.6% | -5.3% | -2.4% | -6.3% |
| 6M | +12.4% | +27.6% | -15.2% | +1.1% |
| YTD | +17.5% | +32.4% | -14.9% | +4.0% |
| 1Y | +16.4% | +22.9% | -6.5% | +5.8% |
| 3Y | +281.6% | +43.1% | +238.5% | +218.5% |
| 5Y | +317.7% | -21.4% | +339.1% | +340.0% |
| 10Y | +967.8% | +16.8% | +951.0% | +855.3% |
| All | +967.8% | +19.9% | +948.0% | +855.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling