+43,895.1%
DHR vs APH
+61,451.9%
-17,556.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -47.8% | +45.0% | +9.2% |
| 7D | -3.7% | -48.7% | +45.0% | +8.6% |
| 30D | +4.0% | -51.9% | +55.9% | +19.1% |
| 3M | +11.5% | -43.6% | +55.0% | +21.4% |
| 6M | +1.9% | -37.5% | +39.4% | +7.4% |
| YTD | -8.9% | -38.6% | +29.7% | -4.3% |
| 1Y | +5.1% | -26.3% | +31.4% | +4.5% |
| 3Y | -10.3% | +89.2% | -99.5% | -32.0% |
| 5Y | -27.8% | +119.8% | -147.6% | -47.4% |
| 10Y | +203.6% | +454.3% | -250.6% | +75.1% |
| All | +43,895.1% | +61,451.9% | -17,556.9% | +13,352.3% |
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 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