+285.6%
APH vs DOW
-36.6%
+322.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.1% |
| 7D | +5.0% | -2.4% | +7.3% | +5.1% |
| 30D | -3.9% | +0.4% | -4.3% | -4.0% |
| 3M | +13.0% | -14.4% | +27.4% | +14.7% |
| 6M | +25.2% | -7.0% | +32.1% | +24.1% |
| YTD | +22.9% | +30.2% | -7.3% | +13.8% |
| 1Y | +47.8% | +29.2% | +18.6% | +36.2% |
| All | +285.6% | -36.6% | +322.2% | +318.4% |
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 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