+114,578.9%
APH vs MMM
+2,607.6%
+111,971.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -7.8% |
| 7D | -12.7% | +5.9% | -18.6% | -15.5% |
| 30D | -19.2% | +14.7% | -33.9% | -24.9% |
| 3M | -16.7% | +3.6% | -20.3% | -18.8% |
| 6M | +5.1% | +32.7% | -27.6% | -9.6% |
| YTD | +6.6% | +18.9% | -12.4% | -3.9% |
| 1Y | +3.9% | +16.4% | -12.5% | -5.4% |
| 3Y | +246.0% | +159.8% | +86.2% | +103.5% |
| 5Y | +268.0% | +47.2% | +220.8% | +183.2% |
| 10Y | +868.2% | +86.5% | +781.8% | +546.3% |
| All | +114,578.9% | +2,607.6% | +111,971.3% | +35,072.7% |
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