+303.6%
DINO vs APD
+27.6%
+276.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +5.7% | -2.2% | +7.9% | +6.4% |
| 30D | +27.8% | +2.1% | +25.7% | +27.0% |
| 3M | +45.6% | +7.2% | +38.5% | +42.2% |
| 6M | +88.5% | +11.2% | +77.2% | +81.7% |
| YTD | +134.1% | +24.4% | +109.7% | +117.4% |
| 1Y | +111.1% | +6.7% | +104.4% | +105.2% |
| 3Y | +109.1% | +9.2% | +99.9% | +101.1% |
| All | +303.6% | +27.6% | +276.1% | +234.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling