+119,301.1%
APH vs MKC
+1,720.6%
+117,580.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.3% | +7.4% | +4.9% |
| 7D | -5.9% | +2.3% | -8.3% | -6.7% |
| 30D | -14.8% | +8.1% | -22.9% | -16.9% |
| 3M | -12.4% | -6.4% | -6.0% | -11.6% |
| 6M | +8.1% | +1.8% | +6.3% | +6.1% |
| YTD | +10.9% | -26.9% | +37.8% | +17.9% |
| 1Y | +8.8% | -21.7% | +30.5% | +13.4% |
| 3Y | +262.1% | -18.7% | +280.8% | +265.8% |
| 5Y | +283.1% | -32.8% | +316.0% | +303.6% |
| 10Y | +908.1% | +27.0% | +881.1% | +783.1% |
| All | +119,301.1% | +1,720.6% | +117,580.5% | +67,339.1% |
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