+310.3%
APH vs DRI
+76.5%
+233.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.5% | +6.7% | +7.7% |
| 7D | +1.1% | +3.1% | -2.0% | 0.0% |
| 30D | -7.5% | +16.2% | -23.7% | -12.0% |
| 3M | -4.4% | +8.4% | -12.8% | -7.3% |
| 6M | +26.5% | +19.0% | +7.5% | +18.3% |
| YTD | +20.0% | +28.8% | -8.8% | +8.5% |
| 1Y | +16.9% | +33.1% | -16.3% | +4.1% |
| 3Y | +288.5% | +70.8% | +217.7% | +198.9% |
| 5Y | +310.3% | +74.2% | +236.0% | +200.4% |
| All | +310.3% | +76.5% | +233.8% | +200.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling