-55.4%
APP vs DHR
+11.6%
-66.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.6% | +10.2% |
| 7D | +4.5% | +0.4% | +4.2% | +4.5% |
| 30D | -3.6% | +6.2% | -9.8% | -4.7% |
| 3M | -35.3% | +20.8% | -56.1% | -37.0% |
| 6M | -42.8% | +35.5% | -78.3% | -46.2% |
| YTD | -59.7% | +3.2% | -62.9% | -60.5% |
| 1Y | -55.4% | +10.7% | -66.0% | -51.1% |
| All | -55.4% | +11.6% | -66.9% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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