+4.4%
APH vs DOW
+45.2%
-40.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +3.9% |
| 7D | -5.9% | -9.5% | +3.6% | -7.4% |
| 30D | -14.8% | +13.1% | -27.9% | -13.1% |
| 3M | -12.4% | +4.8% | -17.3% | -11.5% |
| 6M | +8.1% | -16.7% | +24.7% | +8.0% |
| YTD | +10.9% | +38.9% | -27.9% | +7.3% |
| All | +4.4% | +45.2% | -40.7% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling