+157.1%
APA vs MOH
-21.2%
+178.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -3.9% | -1.0% |
| 7D | +0.8% | -1.3% | +2.1% | +0.9% |
| 30D | +9.6% | +3.0% | +6.7% | +9.3% |
| 3M | +18.0% | +1.2% | +16.8% | +17.6% |
| 6M | +41.9% | +41.7% | +0.2% | +37.1% |
| YTD | +86.3% | +15.4% | +70.9% | +81.9% |
| 1Y | +97.9% | +11.8% | +86.1% | +92.4% |
| 3Y | +12.8% | -37.5% | +50.3% | +12.2% |
| All | +157.1% | -21.2% | +178.3% | +127.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling