+10.7%
DHR vs APH
+16.5%
-5.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.2% | +8.2% | +2.5% |
| 7D | +0.4% | -2.4% | +2.8% | +0.5% |
| 30D | +6.2% | -9.5% | +15.7% | +6.8% |
| 3M | +20.8% | -7.6% | +28.5% | +21.3% |
| 6M | +35.5% | +12.4% | +23.1% | +31.8% |
| YTD | +3.2% | +17.5% | -14.3% | +0.4% |
| 1Y | +10.7% | +16.4% | -5.7% | +8.0% |
| All | +10.7% | +16.5% | -5.8% | +8.0% |
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