+8.8%
APH vs DRI
+30.3%
-21.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.1% |
| 7D | -5.9% | +2.8% | -8.7% | -6.0% |
| 30D | -14.8% | +13.3% | -28.1% | -15.5% |
| 3M | -12.4% | +8.2% | -20.6% | -12.7% |
| 6M | +8.1% | +17.5% | -9.5% | +6.1% |
| YTD | +10.9% | +26.9% | -16.0% | +9.2% |
| 1Y | +8.8% | +31.6% | -22.8% | +7.1% |
| All | +8.8% | +30.3% | -21.5% | +7.1% |
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