+355.9%
APH vs MDY
+46.2%
+309.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.5% |
| 6M | +25.2% | +7.4% | +17.7% | +17.3% |
| YTD | +22.9% | +15.2% | +7.7% | +7.8% |
| 1Y | +47.8% | +16.5% | +31.3% | +28.1% |
| 3Y | +283.0% | +46.8% | +236.2% | +167.9% |
| All | +355.9% | +46.2% | +309.7% | +215.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling