-10.0%
DHR vs APA
+94.1%
-104.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.2% |
| 7D | +1.2% | +8.5% | -7.3% | +0.2% |
| 30D | +3.7% | +2.8% | +0.9% | +3.2% |
| 3M | +14.5% | +21.7% | -7.2% | +11.3% |
| 6M | +40.9% | +32.6% | +8.3% | +34.8% |
| YTD | +2.4% | +103.7% | -101.3% | -9.6% |
| 1Y | +6.1% | +101.8% | -95.7% | -6.3% |
| 3Y | +21.0% | +48.1% | -27.0% | +6.8% |
| All | -10.0% | +94.1% | -104.1% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling