+262.1%
APH vs MDY
+50.6%
+211.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.4% |
| 7D | -5.9% | -1.7% | -4.3% | -3.9% |
| 30D | -14.8% | -0.9% | -13.9% | -13.6% |
| 3M | -12.4% | -5.7% | -6.7% | -6.0% |
| 6M | +8.1% | -2.9% | +11.0% | +12.9% |
| YTD | +10.9% | +9.8% | +1.1% | +2.3% |
| 1Y | +8.8% | +13.5% | -4.7% | -2.8% |
| 3Y | +262.1% | +51.9% | +210.1% | +167.0% |
| All | +262.1% | +50.6% | +211.5% | +167.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling