+38,316.3%
APH vs MDY
+2,534.4%
+35,781.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.5% |
| 7D | -5.9% | -1.7% | -4.3% | -4.2% |
| 30D | -14.8% | -0.9% | -13.9% | -13.8% |
| 3M | -12.4% | -5.7% | -6.7% | -6.9% |
| 6M | +8.1% | -2.9% | +11.0% | +12.2% |
| YTD | +10.9% | +9.8% | +1.1% | +2.6% |
| 1Y | +8.8% | +13.5% | -4.7% | -2.4% |
| 3Y | +262.1% | +51.9% | +210.1% | +146.3% |
| 5Y | +283.1% | +32.0% | +251.1% | +196.7% |
| 10Y | +908.1% | +176.5% | +731.6% | +275.4% |
| All | +38,316.3% | +2,534.4% | +35,781.9% | +2,364.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling