+243.9%
DINO vs APD
+11.0%
+233.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.2% |
| 7D | -15.5% | -3.7% | -11.8% | -14.6% |
| 30D | -16.0% | +9.6% | -25.6% | -18.1% |
| 3M | +17.9% | +1.6% | +16.3% | +17.3% |
| 6M | +38.5% | +2.2% | +36.3% | +37.2% |
| YTD | +115.8% | +25.9% | +90.0% | +99.9% |
| 1Y | +87.1% | +20.1% | +67.0% | +75.4% |
| 3Y | +96.5% | +12.4% | +84.1% | +87.6% |
| All | +243.9% | +11.0% | +233.0% | +209.5% |
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