+35.7%
APH vs MKSI
+143.3%
-107.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.4% |
| 7D | -2.2% | +4.9% | -7.1% | -4.1% |
| 30D | -4.0% | -11.0% | +6.9% | +0.3% |
| 3M | +7.7% | -17.1% | +24.8% | +13.6% |
| 6M | +17.8% | +16.4% | +1.4% | +6.7% |
| YTD | +19.2% | +64.3% | -45.1% | -4.4% |
| 1Y | +35.7% | +137.7% | -102.0% | +1.6% |
| All | +35.7% | +143.3% | -107.7% | +1.6% |
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