+12,823.3%
APH vs MOH
+1,334.3%
+11,489.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | +5.0% | +0.4% | +4.6% | +4.9% |
| 30D | -3.9% | +2.9% | -6.8% | -4.4% |
| 3M | +13.0% | +4.1% | +8.8% | +11.8% |
| 6M | +25.2% | +33.8% | -8.7% | +18.1% |
| YTD | +22.9% | +15.7% | +7.2% | +17.1% |
| 1Y | +47.8% | +17.5% | +30.3% | +39.0% |
| 3Y | +283.0% | -35.3% | +318.3% | +284.9% |
| 5Y | +349.7% | -26.9% | +376.6% | +336.1% |
| 10Y | +1,061.2% | +262.9% | +798.3% | +676.9% |
| All | +12,823.3% | +1,334.3% | +11,489.0% | +5,561.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling