+247.7%
APH vs MP
+104.2%
+143.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.0% | -3.3% | -8.6% |
| 7D | -12.7% | -19.0% | +6.3% | -10.4% |
| 30D | -19.2% | -30.5% | +11.3% | -15.6% |
| 3M | -16.7% | -29.6% | +12.9% | -13.3% |
| 6M | +5.1% | -50.4% | +55.6% | +13.0% |
| YTD | +6.6% | -33.2% | +39.8% | +10.3% |
| 1Y | +3.9% | -38.6% | +42.5% | +8.3% |
| All | +247.7% | +104.2% | +143.5% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling