+355.9%
APH vs MSCI
-6.7%
+362.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 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% | -4.2% |
| 3M | +13.0% | -7.1% | +20.1% | +14.6% |
| 6M | +25.2% | +0.8% | +24.3% | +22.8% |
| YTD | +22.9% | +1.0% | +21.9% | +19.4% |
| 1Y | +47.8% | +4.3% | +43.5% | +40.6% |
| 3Y | +283.0% | +9.9% | +273.1% | +246.8% |
| All | +355.9% | -6.7% | +362.7% | +315.3% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling