+1,046.0%
APH vs MKSI
+525.8%
+520.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | +1.6% | +6.6% | -5.0% | -0.8% |
| 30D | -3.0% | -8.2% | +5.2% | -0.1% |
| 3M | +5.7% | -16.4% | +22.2% | +10.9% |
| 6M | +20.0% | +23.0% | -3.0% | +8.1% |
| YTD | +20.8% | +68.2% | -47.4% | -3.3% |
| 1Y | +40.2% | +148.6% | -108.3% | -4.0% |
| 3Y | +288.1% | +196.0% | +92.1% | +134.4% |
| 5Y | +352.5% | +87.4% | +265.2% | +208.0% |
| All | +1,046.0% | +525.8% | +520.2% | +378.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling