+4,023.7%
APH vs MELI
+6,992.7%
-2,969.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.2% |
| 7D | +0.4% | -13.1% | +13.5% | +4.0% |
| 30D | -8.0% | -20.1% | +12.1% | -2.9% |
| 3M | -5.0% | -22.1% | +17.1% | +0.4% |
| 6M | +29.9% | -2.9% | +32.8% | +29.6% |
| YTD | +18.0% | -24.9% | +42.9% | +24.9% |
| 1Y | +11.3% | -28.0% | +39.3% | +19.0% |
| 3Y | +274.9% | +10.0% | +264.9% | +250.3% |
| 5Y | +300.6% | -4.1% | +304.7% | +258.2% |
| 10Y | +944.2% | +872.7% | +71.5% | +351.3% |
| All | +4,023.7% | +6,992.7% | -2,969.1% | +716.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling