+31,855.3%
APH vs MKSI
+1,863.6%
+29,991.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.9% | -6.7% | -2.8% |
| 7D | +0.4% | +15.9% | -15.5% | -4.6% |
| 30D | -8.0% | -9.6% | +1.6% | -4.7% |
| 3M | -5.0% | -23.2% | +18.2% | +3.7% |
| 6M | +29.9% | -29.2% | +59.1% | +43.5% |
| YTD | +18.0% | +41.8% | -23.8% | +1.8% |
| 1Y | +11.3% | +48.7% | -37.4% | -5.4% |
| 3Y | +274.9% | +225.3% | +49.7% | +129.3% |
| 5Y | +300.6% | +43.6% | +257.0% | +208.4% |
| 10Y | +944.2% | +370.2% | +574.1% | +392.4% |
| All | +31,855.3% | +1,863.6% | +29,991.7% | +9,434.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling