+352.5%
APH vs MKSI
+90.4%
+262.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.9% |
| 7D | +1.6% | +6.6% | -5.0% | -0.9% |
| 30D | -3.0% | -8.2% | +5.2% | 0.0% |
| 3M | +5.7% | -16.4% | +22.2% | +11.0% |
| 6M | +20.0% | +23.0% | -3.0% | +7.8% |
| YTD | +20.8% | +68.2% | -47.4% | -3.8% |
| 1Y | +40.2% | +148.6% | -108.3% | -4.7% |
| 3Y | +288.1% | +196.0% | +92.1% | +132.8% |
| 5Y | +352.5% | +87.4% | +265.2% | +215.2% |
| All | +352.5% | +90.4% | +262.1% | +215.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling