+290.1%
APH vs MKSI
+191.2%
+98.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -2.0% |
| 7D | +0.2% | +7.7% | -7.5% | -2.7% |
| 30D | -3.3% | -12.9% | +9.5% | +1.7% |
| 3M | +14.0% | -14.8% | +28.9% | +19.0% |
| 6M | +24.4% | +26.6% | -2.2% | +10.4% |
| YTD | +21.4% | +66.6% | -45.2% | -3.1% |
| 1Y | +48.9% | +144.6% | -95.6% | +1.6% |
| 3Y | +290.1% | +193.1% | +97.0% | +147.3% |
| All | +290.1% | +191.2% | +98.9% | +147.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling