+4,197.4%
APH vs MELI
+9,180.3%
-4,982.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +5.0% | +0.6% | +4.3% | +4.8% |
| 30D | -3.9% | +2.9% | -6.8% | -4.9% |
| 3M | +13.0% | +21.0% | -8.0% | +7.2% |
| 6M | +25.2% | +11.8% | +13.3% | +20.8% |
| YTD | +22.9% | -1.8% | +24.7% | +22.2% |
| 1Y | +47.8% | -18.2% | +66.0% | +52.8% |
| 3Y | +283.0% | +39.2% | +243.9% | +238.4% |
| 5Y | +349.7% | +1.7% | +348.0% | +297.0% |
| 10Y | +1,061.2% | +967.1% | +94.2% | +393.1% |
| All | +4,197.4% | +9,180.3% | -4,982.9% | +698.9% |
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