+13.0%
APH vs DRI
+32.5%
-19.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +8.1% |
| 7D | +1.1% | +3.1% | -2.0% | +1.0% |
| 30D | -7.5% | +16.2% | -23.7% | -8.6% |
| 3M | -4.4% | +8.4% | -12.8% | -4.8% |
| 6M | +26.5% | +19.0% | +7.5% | +23.8% |
| YTD | +20.0% | +28.8% | -8.8% | +16.2% |
| All | +13.0% | +32.5% | -19.5% | +8.2% |
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