+282.2%
APH vs DOW
-30.0%
+312.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +4.4% |
| 7D | -5.9% | -9.5% | +3.6% | -4.3% |
| 30D | -14.8% | +13.1% | -27.9% | -16.7% |
| 3M | -12.4% | +4.8% | -17.3% | -13.5% |
| 6M | +8.1% | -16.7% | +24.7% | +11.6% |
| YTD | +10.9% | +38.9% | -27.9% | -2.0% |
| 1Y | +8.8% | +48.3% | -39.5% | -6.1% |
| 3Y | +262.1% | -24.4% | +286.4% | +284.4% |
| All | +282.2% | -30.0% | +312.1% | +317.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling