+270.9%
APH vs MDY
+56.8%
+214.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +4.9% | +2.3% | +2.6% | +2.4% |
| 30D | -5.4% | +2.0% | -7.4% | -7.0% |
| 3M | -5.5% | -5.6% | +0.2% | +1.4% |
| 6M | +25.9% | +1.3% | +24.6% | +25.8% |
| YTD | +16.4% | +12.3% | +4.0% | +4.7% |
| 1Y | +16.5% | +15.8% | +0.7% | +1.8% |
| 3Y | +270.9% | +56.5% | +214.4% | +166.2% |
| All | +270.9% | +56.8% | +214.1% | +166.2% |
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