+204.4%
DHR vs APO
+936.6%
-732.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.5% |
| 7D | -5.0% | -4.9% | -0.1% | -3.8% |
| 30D | -3.3% | -8.4% | +5.1% | -1.3% |
| 3M | +9.4% | -2.1% | +11.5% | +9.4% |
| 6M | +3.2% | +19.2% | -16.1% | -2.4% |
| YTD | -12.0% | -10.5% | -1.5% | -10.7% |
| 1Y | +4.9% | -2.7% | +7.6% | +3.6% |
| 3Y | -7.4% | +52.5% | -59.8% | -21.2% |
| 5Y | -29.8% | +132.1% | -161.8% | -48.0% |
| All | +204.4% | +936.6% | -732.2% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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