+352.8%
APH vs MKTX
-61.3%
+414.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | -3.3% | +1.0% | -4.3% | -3.5% |
| 3M | +14.0% | +41.3% | -27.2% | +8.3% |
| 6M | +24.4% | -11.3% | +35.8% | +26.0% |
| YTD | +21.4% | -8.6% | +30.0% | +22.2% |
| 1Y | +48.9% | -11.1% | +60.0% | +50.3% |
| 3Y | +290.1% | -24.5% | +314.6% | +292.4% |
| 5Y | +352.8% | -61.4% | +414.2% | +402.4% |
| All | +352.8% | -61.3% | +414.1% | +402.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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