+930.0%
APH vs DVN
+61.6%
+868.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +4.9% | +10.4% | -5.5% | +3.0% |
| 30D | -5.4% | -6.7% | +1.3% | -4.3% |
| 3M | -5.5% | +5.6% | -11.1% | -6.7% |
| 6M | +25.9% | +0.7% | +25.2% | +24.6% |
| YTD | +16.4% | +29.6% | -13.2% | +8.4% |
| 1Y | +16.5% | +36.3% | -19.8% | +7.1% |
| 3Y | +270.9% | +13.2% | +257.7% | +248.5% |
| 5Y | +289.5% | +38.6% | +250.9% | +239.4% |
| All | +930.0% | +61.6% | +868.4% | +611.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling