+317.7%
APH vs DOC
-22.8%
+340.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.1% | -9.3% | -7.0% |
| 7D | -2.4% | +8.7% | -11.1% | -4.7% |
| 30D | -9.5% | +7.6% | -17.1% | -11.5% |
| 3M | -7.6% | -5.3% | -2.4% | -6.4% |
| 6M | +12.4% | +27.6% | -15.2% | +2.4% |
| YTD | +17.5% | +32.4% | -14.9% | +5.5% |
| 1Y | +16.4% | +22.9% | -6.5% | +7.2% |
| 3Y | +281.6% | +43.1% | +238.5% | +220.2% |
| 5Y | +317.7% | -21.4% | +339.1% | +382.1% |
| All | +317.7% | -22.8% | +340.5% | +382.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling