+952.6%
APH vs DRI
+339.3%
+613.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.8% |
| 7D | -5.0% | +4.2% | -9.3% | -6.3% |
| 30D | -8.4% | +15.7% | -24.0% | -12.5% |
| 3M | -4.5% | +5.8% | -10.3% | -6.5% |
| 6M | +25.3% | +18.4% | +6.8% | +18.1% |
| YTD | +18.9% | +28.2% | -9.3% | +8.9% |
| 1Y | +11.9% | +35.9% | -24.0% | +0.5% |
| 3Y | +278.0% | +67.7% | +210.2% | +211.2% |
| 5Y | +306.4% | +77.9% | +228.5% | +225.1% |
| All | +952.6% | +339.3% | +613.3% | +588.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling