+132,206.3%
APH vs MKC
+1,838.4%
+130,367.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.1% |
| 7D | +5.0% | -5.9% | +10.8% | +6.5% |
| 30D | -3.9% | -0.9% | -3.0% | -3.9% |
| 3M | +13.0% | +12.7% | +0.2% | +8.8% |
| 6M | +25.2% | -19.3% | +44.4% | +30.9% |
| YTD | +22.9% | -22.2% | +45.1% | +29.3% |
| 1Y | +47.8% | -23.3% | +71.2% | +55.6% |
| 3Y | +283.0% | -30.0% | +313.0% | +305.7% |
| 5Y | +349.7% | -33.8% | +383.4% | +379.0% |
| 10Y | +1,061.2% | +24.4% | +1,036.8% | +928.3% |
| All | +132,206.3% | +1,838.4% | +130,367.9% | +73,891.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MKC 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling