+12.2%
APH vs DRI
+35.9%
-23.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.9% |
| 7D | -5.0% | +4.2% | -9.3% | -5.1% |
| 30D | -8.4% | +15.7% | -24.0% | -9.4% |
| 3M | -4.5% | +5.8% | -10.3% | -4.6% |
| 6M | +25.3% | +18.4% | +6.8% | +22.6% |
| YTD | +18.9% | +28.2% | -9.3% | +15.2% |
| All | +12.2% | +35.9% | -23.6% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling