-26.3%
APH vs MO
+10.1%
-36.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.6% | -48.4% | -47.5% |
| 7D | -48.7% | +1.8% | -50.5% | -48.2% |
| 30D | -51.9% | +0.6% | -52.6% | -51.5% |
| 3M | -43.6% | -1.0% | -42.6% | -43.5% |
| 6M | -37.5% | +4.3% | -41.9% | -37.1% |
| YTD | -38.6% | +23.3% | -61.9% | -37.1% |
| 1Y | -26.3% | +10.5% | -36.8% | -25.6% |
| All | -26.3% | +10.1% | -36.4% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling