+355.9%
APH vs MDB
-28.4%
+384.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.5% |
| 7D | +5.0% | -17.4% | +22.4% | +7.8% |
| 30D | -3.9% | -2.0% | -1.9% | -4.1% |
| 3M | +13.0% | -3.0% | +16.0% | +12.4% |
| 6M | +25.2% | +48.7% | -23.5% | +15.0% |
| YTD | +22.9% | -12.1% | +35.1% | +22.0% |
| 1Y | +47.8% | +14.5% | +33.3% | +39.9% |
| 3Y | +283.0% | -6.1% | +289.2% | +252.5% |
| All | +355.9% | -28.4% | +384.3% | +301.3% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling