-26.3%
APH vs MDB
+18.3%
-44.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -18.7% | -29.1% | -42.3% |
| 7D | -48.7% | -16.3% | -32.4% | -43.5% |
| 30D | -51.9% | -2.0% | -49.9% | -48.1% |
| 3M | -43.6% | -3.0% | -40.5% | -39.0% |
| 6M | -37.5% | +48.7% | -86.2% | -37.7% |
| YTD | -38.6% | -12.1% | -26.5% | -33.3% |
| 1Y | -26.3% | +14.5% | -40.8% | -24.3% |
| All | -26.3% | +18.3% | -44.7% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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