+48,767.5%
DHR vs APH
+119,301.1%
-70,533.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.7% |
| 7D | -0.9% | -5.9% | +5.1% | +0.5% |
| 30D | +5.4% | -14.8% | +20.2% | +9.4% |
| 3M | +15.3% | -12.4% | +27.8% | +18.4% |
| 6M | +32.1% | +8.1% | +24.1% | +27.0% |
| YTD | +1.2% | +10.9% | -9.8% | -4.6% |
| 1Y | +10.1% | +8.8% | +1.3% | +4.1% |
| 3Y | +19.9% | +262.1% | -242.2% | -19.7% |
| 5Y | -8.8% | +283.1% | -291.9% | -39.7% |
| 10Y | +255.3% | +908.1% | -652.8% | +83.6% |
| All | +48,767.5% | +119,301.1% | -70,533.7% | +13,103.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling