+122.9%
APH vs MPWR
+153.3%
-30.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -3.5% | -44.3% | -46.6% |
| 7D | -48.7% | -6.7% | -42.1% | -46.9% |
| 30D | -51.9% | -9.0% | -42.9% | -49.8% |
| 3M | -43.6% | -25.8% | -17.7% | -37.5% |
| 6M | -37.5% | +11.8% | -49.3% | -40.3% |
| YTD | -38.6% | +35.5% | -74.1% | -45.2% |
| 1Y | -26.3% | +45.3% | -71.6% | -36.0% |
| 3Y | +89.2% | +138.5% | -49.2% | +32.0% |
| All | +122.9% | +153.3% | -30.4% | +36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling