+276.0%
APH vs MOH
-41.9%
+317.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.7% |
| 7D | +0.4% | -7.6% | +8.0% | -0.1% |
| 30D | -8.0% | +2.4% | -10.4% | -7.7% |
| 3M | -5.0% | +7.6% | -12.6% | -4.4% |
| 6M | +29.9% | +13.0% | +16.9% | +31.4% |
| YTD | +18.0% | +20.6% | -2.6% | +20.3% |
| 1Y | +11.3% | +45.8% | -34.5% | +14.6% |
| All | +276.0% | -41.9% | +317.9% | +277.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling