+5,374.6%
APH vs MET
+1,300.1%
+4,074.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.6% | -50.4% | -48.7% |
| 7D | -48.7% | +1.4% | -50.1% | -49.4% |
| 30D | -51.9% | +1.4% | -53.4% | -52.6% |
| 3M | -43.6% | +17.7% | -61.2% | -47.5% |
| 6M | -37.5% | +35.0% | -72.5% | -44.8% |
| YTD | -38.6% | +26.3% | -64.9% | -44.7% |
| 1Y | -26.3% | +22.8% | -49.2% | -33.1% |
| 3Y | +89.2% | +65.9% | +23.3% | +52.7% |
| 5Y | +119.8% | +85.4% | +34.4% | +68.9% |
| 10Y | +454.3% | +253.7% | +200.5% | +224.9% |
| All | +5,374.6% | +1,300.1% | +4,074.4% | +1,759.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling