+32.1%
DHR vs APH
+8.4%
+23.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +1.7% |
| 7D | -0.9% | -5.9% | +5.1% | -0.9% |
| 30D | +5.4% | -14.8% | +20.2% | +5.0% |
| 3M | +15.3% | -12.4% | +27.8% | +15.2% |
| 6M | +32.1% | +8.1% | +24.1% | +27.9% |
| All | +32.1% | +8.4% | +23.7% | +27.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling