-26.3%
APH vs MKSI
+162.5%
-188.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -48.4% |
| 7D | -48.7% | -3.9% | -44.8% | -48.2% |
| 30D | -51.9% | -16.8% | -35.2% | -48.8% |
| 3M | -43.6% | -21.1% | -22.5% | -39.5% |
| 6M | -37.5% | +10.8% | -48.4% | -42.4% |
| YTD | -38.6% | +63.3% | -102.0% | -50.4% |
| 1Y | -26.3% | +157.0% | -183.3% | -44.7% |
| All | -26.3% | +162.5% | -188.9% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling