+259.7%
APH vs DOW
-15.8%
+275.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.5% | -44.3% | -46.6% |
| 7D | -48.7% | -1.8% | -46.9% | -47.9% |
| 30D | -51.9% | +0.4% | -52.3% | -51.6% |
| 3M | -43.6% | -14.4% | -29.2% | -40.6% |
| 6M | -37.5% | -7.0% | -30.6% | -37.3% |
| YTD | -38.6% | +30.2% | -68.8% | -46.2% |
| 1Y | -26.3% | +29.2% | -55.5% | -36.0% |
| 3Y | +89.2% | -36.7% | +125.9% | +112.1% |
| 5Y | +119.8% | -37.7% | +157.5% | +144.0% |
| All | +259.7% | -15.8% | +275.5% | +205.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling