+61,451.9%
APH vs MKC
+1,838.4%
+59,613.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.9% | -43.8% | -46.8% |
| 7D | -48.7% | -4.5% | -44.2% | -47.6% |
| 30D | -51.9% | -0.9% | -51.1% | -51.5% |
| 3M | -43.6% | +12.7% | -56.3% | -45.1% |
| 6M | -37.5% | -19.3% | -18.2% | -34.0% |
| YTD | -38.6% | -22.2% | -16.5% | -34.8% |
| 1Y | -26.3% | -23.3% | -3.0% | -21.7% |
| 3Y | +89.2% | -30.0% | +119.2% | +102.4% |
| 5Y | +119.8% | -33.8% | +153.6% | +136.5% |
| 10Y | +454.3% | +24.4% | +429.8% | +395.7% |
| All | +61,451.9% | +1,838.4% | +59,613.6% | +34,662.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling