+489.2%
DINO vs APD
+162.9%
+326.3%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.3% |
| 7D | +2.0% | -4.6% | +6.6% | +4.3% |
| 30D | +27.7% | -4.2% | +31.9% | +30.4% |
| 3M | +56.3% | +5.0% | +51.3% | +51.5% |
| 6M | +107.6% | +8.9% | +98.6% | +96.9% |
| YTD | +140.2% | +21.9% | +118.3% | +113.9% |
| 1Y | +113.0% | +5.6% | +107.4% | +102.8% |
| 3Y | +100.1% | +6.9% | +93.2% | +83.5% |
| 5Y | +328.7% | +25.3% | +303.4% | +242.2% |
| 10Y | +489.2% | +169.1% | +320.1% | +178.3% |
| All | +489.2% | +162.9% | +326.3% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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