-5.2%
DHR vs APA
+9.3%
-14.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.4% |
| 7D | -0.8% | -1.7% | +0.9% | -0.6% |
| 30D | +0.2% | +15.7% | -15.5% | -1.5% |
| 3M | +12.1% | +16.5% | -4.4% | +9.8% |
| 6M | +5.4% | +35.1% | -29.7% | -0.2% |
| YTD | -10.0% | +82.2% | -92.2% | -19.6% |
| 1Y | +4.1% | +102.5% | -98.4% | -9.4% |
| 3Y | -5.2% | +10.3% | -15.5% | -19.6% |
| All | -5.2% | +9.3% | -14.5% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 3y: compounded portfolio wealth divided by compounded APA 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…
3y analysis · Full analysis span regression · 6 months rolling