+119,301.1%
APH vs DVN
+1,128.5%
+118,172.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.7% | +4.4% |
| 7D | -5.9% | -19.1% | +13.1% | -1.7% |
| 30D | -14.8% | -11.8% | -3.0% | -12.6% |
| 3M | -12.4% | -1.5% | -11.0% | -12.5% |
| 6M | +8.1% | -8.2% | +16.2% | +8.9% |
| YTD | +10.9% | +17.4% | -6.5% | +4.8% |
| 1Y | +8.8% | +33.5% | -24.7% | -0.4% |
| 3Y | +262.1% | -0.3% | +262.4% | +248.0% |
| 5Y | +283.1% | +22.7% | +260.4% | +237.6% |
| 10Y | +908.1% | +51.8% | +856.3% | +625.1% |
| All | +119,301.1% | +1,128.5% | +118,172.6% | +63,918.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling