+1,030.6%
APH vs MOH
+257.3%
+773.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.2% | -4.5% | -1.7% |
| 7D | -2.2% | -1.3% | -0.9% | -2.1% |
| 30D | -4.0% | +3.0% | -7.0% | -4.4% |
| 3M | +7.7% | +1.2% | +6.5% | +7.2% |
| 6M | +17.8% | +41.7% | -23.9% | +12.1% |
| YTD | +19.2% | +15.4% | +3.8% | +15.0% |
| 1Y | +35.7% | +11.8% | +23.9% | +30.5% |
| 3Y | +282.9% | -37.5% | +320.4% | +289.6% |
| 5Y | +345.6% | -20.6% | +366.3% | +324.5% |
| All | +1,030.6% | +257.3% | +773.3% | +763.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 10y: compounded portfolio wealth divided by compounded MOH 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…
10y analysis · Full analysis span regression · 6 months rolling