+132,206.3%
APH vs MOS
+72.1%
+132,134.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.5% |
| 7D | +5.0% | +9.5% | -4.6% | +2.7% |
| 30D | -3.9% | +10.4% | -14.3% | -6.3% |
| 3M | +13.0% | +12.9% | +0.1% | +9.0% |
| 6M | +25.2% | +1.2% | +23.9% | +22.9% |
| YTD | +22.9% | +9.3% | +13.6% | +18.2% |
| 1Y | +47.8% | -18.0% | +65.8% | +51.1% |
| 3Y | +283.0% | -29.0% | +312.0% | +294.9% |
| 5Y | +349.7% | -9.6% | +359.2% | +316.4% |
| 10Y | +1,061.2% | +6.1% | +1,055.2% | +831.5% |
| All | +132,206.3% | +72.1% | +132,134.1% | +72,808.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MOS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling