+276.0%
APH vs DOW
-21.3%
+297.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.4% | -4.2% | -1.0% |
| 7D | +0.4% | -0.5% | +0.9% | +0.4% |
| 30D | -8.0% | +15.7% | -23.7% | -8.9% |
| 3M | -5.0% | +5.3% | -10.3% | -5.4% |
| 6M | +29.9% | -14.2% | +44.1% | +32.4% |
| YTD | +18.0% | +43.9% | -25.9% | +8.7% |
| 1Y | +11.3% | +53.1% | -41.7% | +1.3% |
| All | +276.0% | -21.3% | +297.2% | +289.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling