+355.9%
APH vs DRI
+72.9%
+283.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +5.0% | +0.6% | +4.4% | +4.7% |
| 30D | -3.9% | +3.8% | -7.7% | -5.2% |
| 3M | +13.0% | +13.0% | 0.0% | +7.7% |
| 6M | +25.2% | +8.3% | +16.8% | +21.0% |
| YTD | +22.9% | +20.6% | +2.3% | +13.8% |
| 1Y | +47.8% | +6.5% | +41.4% | +42.8% |
| 3Y | +283.0% | +53.7% | +229.3% | +208.2% |
| All | +355.9% | +72.9% | +283.0% | +233.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded DRI 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling