+119,301.1%
APH vs MMM
+2,569.8%
+116,731.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.4% | +5.5% | +4.8% |
| 7D | -5.9% | +6.2% | -12.1% | -9.1% |
| 30D | -14.8% | +14.2% | -29.0% | -20.7% |
| 3M | -12.4% | +2.9% | -15.3% | -14.4% |
| 6M | +8.1% | +27.6% | -19.5% | -5.3% |
| YTD | +10.9% | +17.3% | -6.3% | +0.7% |
| 1Y | +8.8% | +15.1% | -6.3% | -0.4% |
| 3Y | +262.1% | +157.1% | +104.9% | +113.8% |
| 5Y | +283.1% | +45.1% | +238.0% | +196.8% |
| 10Y | +908.1% | +83.9% | +824.2% | +577.2% |
| All | +119,301.1% | +2,569.8% | +116,731.3% | +36,754.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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