+54,893.9%
DHR vs APA
+815.8%
+54,078.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.2% |
| 7D | -3.9% | +0.5% | -4.4% | -4.0% |
| 30D | +4.0% | +23.4% | -19.4% | +0.9% |
| 3M | +11.5% | +12.7% | -1.2% | +9.2% |
| 6M | +1.9% | +39.4% | -37.6% | -3.9% |
| YTD | -8.9% | +79.0% | -87.9% | -17.3% |
| 1Y | +5.1% | +88.8% | -83.7% | -5.7% |
| 3Y | -10.3% | +6.4% | -16.6% | -14.7% |
| 5Y | -27.8% | +153.0% | -180.8% | -41.3% |
| 10Y | +203.6% | +7.5% | +196.1% | +136.3% |
| All | +54,893.9% | +815.8% | +54,078.1% | +32,217.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling