+249.4%
DHR vs APH
+938.3%
-688.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.8% |
| 7D | +2.6% | -5.0% | +7.6% | +4.2% |
| 30D | +7.4% | -8.4% | +15.8% | +10.2% |
| 3M | +13.0% | -4.5% | +17.5% | +13.4% |
| 6M | +38.5% | +25.3% | +13.2% | +22.1% |
| YTD | +3.8% | +18.9% | -15.2% | -8.9% |
| 1Y | +12.6% | +11.9% | +0.7% | +1.3% |
| 3Y | +22.0% | +278.0% | -256.0% | -45.1% |
| 5Y | -9.5% | +306.4% | -316.0% | -61.4% |
| 10Y | +249.4% | +955.2% | -705.8% | -12.7% |
| All | +249.4% | +938.3% | -688.9% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling