+355.9%
APH vs MET
+85.3%
+270.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.5% |
| 7D | +5.0% | +1.2% | +3.8% | +4.4% |
| 30D | -3.9% | +1.4% | -5.3% | -4.6% |
| 3M | +13.0% | +17.7% | -4.7% | +4.4% |
| 6M | +25.2% | +35.0% | -9.8% | +8.3% |
| YTD | +22.9% | +26.3% | -3.3% | +9.1% |
| 1Y | +47.8% | +22.8% | +25.0% | +32.4% |
| 3Y | +283.0% | +65.9% | +217.1% | +190.8% |
| All | +355.9% | +85.3% | +270.6% | +224.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling