+1,062.5%
APH vs DVN
+57.7%
+1,004.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | -3.0% | +8.0% | -11.0% | -4.4% |
| 3M | +5.7% | +11.9% | -6.2% | +3.1% |
| 6M | +20.0% | +10.6% | +9.3% | +16.3% |
| YTD | +20.8% | +35.4% | -14.6% | +11.9% |
| 1Y | +40.2% | +46.5% | -6.2% | +27.4% |
| 3Y | +288.1% | +3.0% | +285.1% | +272.1% |
| 5Y | +352.5% | +120.5% | +232.0% | +259.8% |
| 10Y | +1,062.5% | +62.5% | +1,000.0% | +705.3% |
| All | +1,062.5% | +57.7% | +1,004.7% | +705.3% |
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