+355.9%
APH vs MPC
+645.9%
-290.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +5.0% | +5.4% | -0.5% | +4.1% |
| 30D | -3.9% | +31.0% | -34.8% | -8.2% |
| 3M | +13.0% | +46.0% | -33.1% | +5.8% |
| 6M | +25.2% | +77.3% | -52.2% | +11.9% |
| YTD | +22.9% | +141.9% | -119.0% | +1.5% |
| 1Y | +47.8% | +120.9% | -73.1% | +24.9% |
| 3Y | +283.0% | +182.7% | +100.3% | +195.1% |
| All | +355.9% | +645.9% | -290.0% | +151.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling