+99.1%
APA vs MOH
+1,302.1%
-1,203.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.1% | +2.3% |
| 7D | -1.7% | -3.3% | +1.6% | -1.0% |
| 30D | +15.7% | -0.1% | +15.8% | +15.6% |
| 3M | +16.5% | -1.1% | +17.5% | +16.0% |
| 6M | +35.1% | +35.9% | -0.8% | +25.5% |
| YTD | +82.2% | +13.1% | +69.1% | +73.1% |
| 1Y | +102.5% | +11.8% | +90.6% | +90.5% |
| 3Y | +10.3% | -38.7% | +49.0% | +12.5% |
| 5Y | +166.1% | -25.1% | +191.2% | +157.1% |
| 10Y | -4.9% | +243.8% | -248.7% | -36.5% |
| All | +99.1% | +1,302.1% | -1,203.1% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling