+33,201.8%
APH vs MKSI
+2,161.7%
+31,040.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.4% | -0.6% |
| 7D | +5.0% | +1.8% | +3.2% | +4.2% |
| 30D | -3.9% | -16.8% | +12.9% | +2.0% |
| 3M | +13.0% | -21.1% | +34.1% | +20.5% |
| 6M | +25.2% | +10.8% | +14.3% | +17.9% |
| YTD | +22.9% | +63.3% | -40.4% | +1.3% |
| 1Y | +47.8% | +157.0% | -109.1% | +3.1% |
| 3Y | +283.0% | +163.7% | +119.3% | +150.9% |
| 5Y | +349.7% | +82.0% | +267.7% | +219.5% |
| 10Y | +1,061.2% | +467.2% | +594.0% | +413.9% |
| All | +33,201.8% | +2,161.7% | +31,040.1% | +9,379.6% |
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 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