+955.2%
APH vs MET
+206.5%
+748.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.3% |
| 7D | -5.0% | +1.8% | -6.8% | -5.7% |
| 30D | -8.4% | +4.8% | -13.2% | -10.4% |
| 3M | -4.5% | +6.2% | -10.7% | -7.4% |
| 6M | +25.3% | +33.8% | -8.5% | +8.2% |
| YTD | +18.9% | +33.3% | -14.4% | +2.4% |
| 1Y | +11.9% | +36.3% | -24.4% | -4.8% |
| 3Y | +278.0% | +84.6% | +193.4% | +173.4% |
| 5Y | +306.4% | +87.7% | +218.8% | +187.6% |
| 10Y | +955.2% | +198.0% | +757.2% | +461.1% |
| All | +955.2% | +206.5% | +748.7% | +461.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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