+278.0%
APH vs MELI
+10.7%
+267.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.3% |
| 7D | -5.0% | -10.3% | +5.3% | -2.5% |
| 30D | -8.4% | -21.1% | +12.8% | -3.2% |
| 3M | -4.5% | -18.3% | +13.8% | -0.5% |
| 6M | +25.3% | -8.7% | +34.0% | +26.5% |
| YTD | +18.9% | -26.0% | +44.9% | +25.7% |
| 1Y | +11.9% | -28.8% | +40.7% | +19.2% |
| 3Y | +278.0% | +8.4% | +269.5% | +256.3% |
| All | +278.0% | +10.7% | +267.3% | +256.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling