+310.3%
APH vs MDB
-43.2%
+353.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.6% | +3.6% | +7.5% |
| 7D | +1.1% | -0.9% | +2.0% | +1.4% |
| 30D | -7.5% | -15.2% | +7.7% | -5.2% |
| 3M | -4.4% | -17.9% | +13.5% | -2.6% |
| 6M | +26.5% | +9.3% | +17.1% | +21.9% |
| YTD | +20.0% | -22.0% | +42.0% | +20.6% |
| 1Y | +16.9% | -9.3% | +26.2% | +14.2% |
| 3Y | +288.5% | -10.4% | +298.9% | +259.1% |
| 5Y | +310.3% | -43.2% | +353.5% | +268.0% |
| All | +310.3% | -43.2% | +353.5% | +268.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling