+8,634.2%
APH vs MKTX
+1,446.2%
+7,188.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | +5.0% | +0.4% | +4.6% | +4.9% |
| 30D | -3.9% | +1.1% | -5.0% | -4.1% |
| 3M | +13.0% | +36.1% | -23.1% | +3.9% |
| 6M | +25.2% | -12.9% | +38.0% | +27.8% |
| YTD | +22.9% | -8.5% | +31.5% | +23.8% |
| 1Y | +47.8% | -7.5% | +55.4% | +47.8% |
| 3Y | +283.0% | -28.3% | +311.4% | +294.2% |
| 5Y | +349.7% | -63.3% | +413.0% | +436.6% |
| 10Y | +1,061.2% | +4.5% | +1,056.7% | +910.5% |
| All | +8,634.2% | +1,446.2% | +7,188.0% | +3,037.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling