+930.0%
APH vs MELI
+859.5%
+70.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -2.0% |
| 7D | +4.9% | -1.2% | +6.1% | +5.2% |
| 30D | -5.4% | -18.9% | +13.5% | -1.1% |
| 3M | -5.5% | -18.4% | +13.0% | -1.7% |
| 6M | +25.9% | -4.5% | +30.4% | +26.1% |
| YTD | +16.4% | -26.0% | +42.3% | +22.7% |
| 1Y | +16.5% | -26.6% | +43.1% | +23.0% |
| 3Y | +270.9% | +8.2% | +262.6% | +251.7% |
| 5Y | +289.5% | -6.6% | +296.1% | +255.4% |
| All | +930.0% | +859.5% | +70.5% | +509.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 10y: compounded portfolio wealth divided by compounded MELI 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…
10y analysis · Full analysis span regression · 6 months rolling