+355.9%
APH vs MOS
-8.7%
+364.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | +5.0% | +9.5% | -4.6% | +3.4% |
| 30D | -3.9% | +10.4% | -14.3% | -5.5% |
| 3M | +13.0% | +12.9% | +0.1% | +10.2% |
| 6M | +25.2% | +1.2% | +23.9% | +23.5% |
| YTD | +22.9% | +9.3% | +13.6% | +19.5% |
| 1Y | +47.8% | -18.0% | +65.8% | +50.6% |
| 3Y | +283.0% | -29.0% | +312.0% | +290.4% |
| All | +355.9% | -8.7% | +364.7% | +305.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling