+2,873.6%
APH vs MPC
+2,977.1%
-103.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +5.4% | -0.5% | +3.5% |
| 30D | -3.9% | +31.0% | -34.8% | -10.8% |
| 3M | +13.0% | +46.0% | -33.1% | +1.4% |
| 6M | +25.2% | +77.3% | -52.2% | +5.3% |
| YTD | +22.9% | +141.9% | -119.0% | -6.0% |
| 1Y | +47.8% | +120.9% | -73.1% | +15.8% |
| 3Y | +283.0% | +182.7% | +100.3% | +172.0% |
| 5Y | +349.7% | +646.4% | -296.8% | +132.5% |
| 10Y | +1,061.2% | +1,138.7% | -77.5% | +360.5% |
| All | +2,873.6% | +2,977.1% | -103.5% | +618.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MPC 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling