+3.9%
APH vs MOS
-16.7%
+20.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.3% | -12.6% | -9.3% |
| 7D | -12.7% | +22.5% | -35.2% | -13.0% |
| 30D | -19.2% | +6.6% | -25.8% | -18.8% |
| 3M | -16.7% | -3.8% | -12.9% | -15.7% |
| 6M | +5.1% | -2.2% | +7.3% | +5.7% |
| YTD | +6.6% | -4.8% | +11.3% | +8.6% |
| 1Y | +3.9% | -11.7% | +15.6% | +5.8% |
| All | +3.9% | -16.7% | +20.6% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling