+126,376.5%
APH vs MOS
+45.2%
+126,331.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +17.4% | -23.5% | -10.2% |
| 7D | -2.4% | +17.9% | -20.4% | -6.8% |
| 30D | -9.5% | +1.6% | -11.0% | -10.5% |
| 3M | -7.6% | -4.0% | -3.6% | -7.9% |
| 6M | +12.4% | -4.1% | +16.5% | +11.6% |
| YTD | +17.5% | -7.8% | +25.3% | +16.4% |
| 1Y | +16.4% | -15.6% | +32.0% | +17.2% |
| 3Y | +281.6% | -28.9% | +310.5% | +290.1% |
| 5Y | +317.7% | -36.8% | +354.6% | +318.9% |
| 10Y | +967.8% | +6.7% | +961.2% | +747.5% |
| All | +126,376.5% | +45.2% | +126,331.4% | +71,720.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling