+5.1%
DHR vs APH
-25.2%
+30.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -47.8% | +45.0% | +0.5% |
| 7D | -3.7% | -48.7% | +45.0% | -0.4% |
| 30D | +4.0% | -51.9% | +55.9% | +8.2% |
| 3M | +11.5% | -43.6% | +55.0% | +13.4% |
| 6M | +1.9% | -37.5% | +39.4% | +2.1% |
| YTD | -8.9% | -38.6% | +29.7% | -7.6% |
| 1Y | +5.1% | -26.3% | +31.4% | +4.8% |
| All | +5.1% | -25.2% | +30.3% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling