+355.9%
APH vs DOW
-37.6%
+393.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.4% |
| 7D | +5.0% | -2.4% | +7.3% | +5.4% |
| 30D | -3.9% | +0.4% | -4.3% | -4.2% |
| 3M | +13.0% | -14.4% | +27.4% | +16.1% |
| 6M | +25.2% | -7.0% | +32.1% | +24.0% |
| YTD | +22.9% | +30.2% | -7.3% | +9.8% |
| 1Y | +47.8% | +29.2% | +18.6% | +31.1% |
| 3Y | +283.0% | -36.7% | +319.7% | +334.6% |
| All | +355.9% | -37.6% | +393.5% | +410.0% |
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