+4,681.2%
DELL vs APH
+478.4%
+4,202.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -47.8% | +62.7% | +38.8% |
| 7D | +11.0% | -48.7% | +59.7% | +35.8% |
| 30D | +13.3% | -51.9% | +65.2% | +45.2% |
| 3M | +24.4% | -43.6% | +68.0% | +41.4% |
| 6M | +258.0% | -37.5% | +295.5% | +271.2% |
| YTD | +320.2% | -38.6% | +358.8% | +318.7% |
| 1Y | +319.1% | -26.3% | +345.4% | +254.7% |
| 3Y | +706.5% | +89.2% | +617.3% | +221.5% |
| 5Y | +1,071.9% | +119.8% | +952.1% | +313.2% |
| 10Y | +4,683.5% | +454.3% | +4,229.2% | +753.4% |
| All | +4,681.2% | +478.4% | +4,202.9% | +724.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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