+1,625.4%
DIS vs APH
+114,578.9%
-112,953.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.3% | +7.9% | +1.2% |
| 7D | +5.7% | -12.7% | +18.4% | +9.5% |
| 30D | +12.7% | -19.2% | +31.8% | +18.9% |
| 3M | +15.2% | -16.7% | +31.9% | +19.9% |
| 6M | +17.6% | +5.1% | +12.4% | +12.9% |
| YTD | +3.8% | +6.6% | -2.7% | -2.3% |
| 1Y | +6.8% | +3.9% | +2.9% | +1.0% |
| 3Y | +42.1% | +246.0% | -203.9% | -8.3% |
| 5Y | -31.2% | +268.0% | -299.1% | -56.3% |
| 10Y | +37.6% | +868.2% | -830.6% | -33.5% |
| All | +1,625.4% | +114,578.9% | -112,953.5% | +275.9% |
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