+4.1%
DHR vs APH
+48.2%
-44.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -1.1% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +0.2% | -3.3% | +3.6% | +0.5% |
| 3M | +12.1% | +14.0% | -2.0% | +9.7% |
| 6M | +5.4% | +24.4% | -19.0% | +1.9% |
| YTD | -10.0% | +21.4% | -31.4% | -11.9% |
| 1Y | +4.1% | +48.9% | -44.9% | +0.3% |
| All | +4.1% | +48.2% | -44.1% | +0.3% |
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