+2,742.6%
APH vs MPC
+3,007.0%
-264.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -8.1% | +2.0% | -4.0% |
| 7D | -2.4% | -10.9% | +8.5% | +0.5% |
| 30D | -9.5% | -9.4% | -0.1% | -7.4% |
| 3M | -7.6% | +26.0% | -33.6% | -14.0% |
| 6M | +12.4% | +56.5% | -44.1% | -2.0% |
| YTD | +17.5% | +144.3% | -126.7% | -11.0% |
| 1Y | +16.4% | +117.2% | -100.8% | -8.9% |
| 3Y | +281.6% | +176.3% | +105.3% | +171.7% |
| 5Y | +317.7% | +590.5% | -272.8% | +120.0% |
| 10Y | +967.8% | +1,183.8% | -216.0% | +317.5% |
| All | +2,742.6% | +3,007.0% | -264.4% | +580.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling