+20,603.8%
APH vs DRI
+7,577.6%
+13,026.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -48.1% |
| 7D | -48.7% | +2.7% | -51.4% | -49.3% |
| 30D | -51.9% | +3.8% | -55.8% | -52.7% |
| 3M | -43.6% | +13.0% | -56.6% | -46.0% |
| 6M | -37.5% | +8.3% | -45.8% | -39.5% |
| YTD | -38.6% | +20.6% | -59.3% | -42.6% |
| 1Y | -26.3% | +6.5% | -32.8% | -28.8% |
| 3Y | +89.2% | +53.7% | +35.5% | +61.4% |
| 5Y | +119.8% | +72.7% | +47.1% | +79.9% |
| 10Y | +454.3% | +363.2% | +91.1% | +211.3% |
| All | +20,603.8% | +7,577.6% | +13,026.1% | +6,598.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling