+38,474.0%
APH vs DRI
+8,061.0%
+30,413.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.5% | -9.1% |
| 7D | -12.7% | +3.7% | -16.4% | -13.8% |
| 30D | -19.2% | +13.5% | -32.6% | -22.3% |
| 3M | -16.7% | +10.4% | -27.1% | -19.5% |
| 6M | +5.1% | +19.5% | -14.3% | -1.1% |
| YTD | +6.6% | +28.2% | -21.7% | -2.2% |
| 1Y | +3.9% | +31.0% | -27.1% | -5.4% |
| 3Y | +246.0% | +67.1% | +178.9% | +187.7% |
| 5Y | +268.0% | +74.7% | +193.3% | +199.8% |
| 10Y | +868.2% | +376.2% | +492.1% | +438.9% |
| All | +38,474.0% | +8,061.0% | +30,413.0% | +12,139.4% |
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 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