+90.5%
APH vs DOC
+20.8%
+69.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.8% | -47.0% | -47.6% |
| 7D | -48.7% | -2.7% | -46.0% | -48.4% |
| 30D | -51.9% | -4.8% | -47.2% | -51.5% |
| 3M | -43.6% | +6.9% | -50.4% | -44.5% |
| 6M | -37.5% | +20.7% | -58.3% | -40.2% |
| YTD | -38.6% | +34.1% | -72.8% | -42.6% |
| 1Y | -26.3% | +22.6% | -49.0% | -29.8% |
| All | +90.5% | +20.8% | +69.7% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling