-26.3%
APH vs MRSH
-7.9%
-18.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.1% | -45.7% | -48.4% |
| 7D | -48.7% | -2.2% | -46.5% | -49.3% |
| 30D | -51.9% | -3.0% | -48.9% | -52.6% |
| 3M | -43.6% | +15.8% | -59.4% | -40.1% |
| 6M | -37.5% | +1.6% | -39.1% | -36.7% |
| YTD | -38.6% | +1.7% | -40.4% | -38.1% |
| 1Y | -26.3% | -8.0% | -18.3% | -26.7% |
| All | -26.3% | -7.9% | -18.5% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling