+283.5%
APH vs MP
+117.4%
+166.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.1% | -1.1% | -5.5% |
| 7D | -2.4% | -12.5% | +10.1% | -0.8% |
| 30D | -9.5% | -23.3% | +13.9% | -6.6% |
| 3M | -7.6% | -24.4% | +16.7% | -4.8% |
| 6M | +12.4% | -45.8% | +58.1% | +19.5% |
| YTD | +17.5% | -28.9% | +46.4% | +20.6% |
| 1Y | +16.4% | -34.6% | +51.0% | +20.4% |
| All | +283.5% | +117.4% | +166.1% | +226.7% |
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