+352.8%
APH vs DVN
+111.9%
+240.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | +0.2% | -1.3% | +1.5% | +0.4% |
| 30D | -3.3% | +12.6% | -16.0% | -5.2% |
| 3M | +14.0% | +8.1% | +5.9% | +12.2% |
| 6M | +24.4% | +10.2% | +14.3% | +21.0% |
| YTD | +21.4% | +33.8% | -12.3% | +12.9% |
| 1Y | +48.9% | +43.9% | +5.0% | +35.8% |
| 3Y | +290.1% | +1.7% | +288.4% | +273.1% |
| 5Y | +352.8% | +119.6% | +233.2% | +263.3% |
| All | +352.8% | +111.9% | +240.9% | +263.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling