+285.6%
APH vs MDB
-5.3%
+291.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.5% |
| 7D | +5.0% | -17.4% | +22.4% | +7.7% |
| 30D | -3.9% | -2.0% | -1.9% | -4.2% |
| 3M | +13.0% | -3.0% | +16.0% | +12.5% |
| 6M | +25.2% | +48.7% | -23.5% | +14.6% |
| YTD | +22.9% | -12.1% | +35.1% | +22.1% |
| 1Y | +47.8% | +14.5% | +33.3% | +39.7% |
| All | +285.6% | -5.3% | +291.0% | +250.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling