+16.4%
APH vs DVN
+39.9%
-23.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -7.3% | +1.2% | -7.9% |
| 7D | -2.4% | -13.9% | +11.5% | -6.1% |
| 30D | -9.5% | -8.0% | -1.4% | -11.1% |
| 3M | -7.6% | +0.8% | -8.4% | -6.2% |
| 6M | +12.4% | -12.8% | +25.1% | +9.9% |
| YTD | +17.5% | +22.7% | -5.2% | +25.1% |
| 1Y | +16.4% | +39.0% | -22.6% | +23.9% |
| All | +16.4% | +39.9% | -23.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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