+42,468.4%
APH vs MDY
+2,662.7%
+39,805.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.7% |
| 7D | +5.0% | +0.1% | +4.8% | +4.8% |
| 30D | -3.9% | -1.5% | -2.4% | -2.4% |
| 3M | +13.0% | +0.8% | +12.2% | +12.6% |
| 6M | +25.2% | +7.4% | +17.7% | +17.6% |
| YTD | +22.9% | +15.2% | +7.7% | +8.2% |
| 1Y | +47.8% | +16.5% | +31.3% | +28.6% |
| 3Y | +283.0% | +46.8% | +236.2% | +167.7% |
| 5Y | +349.7% | +46.0% | +303.6% | +214.9% |
| 10Y | +1,061.2% | +172.1% | +889.2% | +337.3% |
| All | +42,468.4% | +2,662.7% | +39,805.7% | +2,497.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MDY 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling