+1,059.7%
APH vs MSCI
+610.9%
+448.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | +0.4% | +4.6% | +4.8% |
| 30D | -3.9% | +0.6% | -4.4% | -4.3% |
| 3M | +13.0% | -7.1% | +20.1% | +14.7% |
| 6M | +25.2% | +0.8% | +24.3% | +22.5% |
| YTD | +22.9% | +1.0% | +21.9% | +19.0% |
| 1Y | +47.8% | +4.3% | +43.5% | +40.1% |
| 3Y | +283.0% | +9.9% | +273.1% | +245.7% |
| 5Y | +349.7% | -6.8% | +356.4% | +322.4% |
| All | +1,059.7% | +610.9% | +448.9% | +395.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling