+1,041.3%
APH vs MDY
+170.4%
+870.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -0.6% |
| 7D | +0.2% | +1.0% | -0.8% | -0.7% |
| 30D | -3.3% | -3.1% | -0.2% | -0.4% |
| 3M | +14.0% | +1.8% | +12.2% | +12.5% |
| 6M | +24.4% | +10.8% | +13.6% | +14.0% |
| YTD | +21.4% | +14.4% | +7.0% | +8.1% |
| 1Y | +48.9% | +15.2% | +33.7% | +31.7% |
| 3Y | +290.1% | +51.2% | +238.9% | +171.0% |
| 5Y | +352.8% | +47.2% | +305.6% | +221.5% |
| 10Y | +1,041.3% | +171.1% | +870.2% | +398.4% |
| All | +1,041.3% | +170.4% | +870.9% | +398.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling