+285.6%
APH vs MDY
+48.1%
+237.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.7% |
| 7D | +5.0% | +0.1% | +4.8% | +4.7% |
| 30D | -3.9% | -1.5% | -2.4% | -2.3% |
| 3M | +13.0% | +0.8% | +12.2% | +12.5% |
| 6M | +25.2% | +7.4% | +17.7% | +16.8% |
| YTD | +22.9% | +15.2% | +7.7% | +7.2% |
| 1Y | +47.8% | +16.5% | +31.3% | +27.3% |
| All | +285.6% | +48.1% | +237.6% | +172.3% |
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