+1,059.7%
APH vs MPWR
+1,606.4%
-546.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.6% |
| 7D | +5.0% | -2.6% | +7.5% | +5.9% |
| 30D | -3.9% | -9.0% | +5.2% | -0.6% |
| 3M | +13.0% | -25.8% | +38.8% | +24.3% |
| 6M | +25.2% | +11.8% | +13.4% | +17.7% |
| YTD | +22.9% | +35.5% | -12.6% | +7.4% |
| 1Y | +47.8% | +45.3% | +2.5% | +25.2% |
| 3Y | +283.0% | +138.5% | +144.6% | +152.4% |
| 5Y | +349.7% | +152.8% | +196.9% | +166.5% |
| All | +1,059.7% | +1,606.4% | -546.7% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 10y: compounded portfolio wealth divided by compounded MPWR 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…
10y analysis · Full analysis span regression · 6 months rolling