+88.8%
APA vs MOH
+18.1%
+70.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -3.2% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | +23.4% | +2.9% | +20.5% | +23.4% |
| 3M | +12.7% | +4.1% | +8.5% | +12.7% |
| 6M | +39.4% | +33.8% | +5.6% | +40.9% |
| YTD | +79.0% | +15.7% | +63.2% | +78.8% |
| 1Y | +88.8% | +17.5% | +71.3% | +86.4% |
| All | +88.8% | +18.1% | +70.7% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling