+453.5%
APH vs MSCI
+610.9%
-157.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.4% | -48.2% | -47.9% |
| 7D | -48.7% | +0.7% | -49.4% | -48.9% |
| 30D | -51.9% | +0.6% | -52.5% | -52.2% |
| 3M | -43.6% | -7.1% | -36.5% | -42.8% |
| 6M | -37.5% | +0.8% | -38.4% | -38.9% |
| YTD | -38.6% | +1.0% | -39.6% | -40.7% |
| 1Y | -26.3% | +4.3% | -30.6% | -30.3% |
| 3Y | +89.2% | +9.9% | +79.3% | +70.6% |
| 5Y | +119.8% | -6.8% | +126.6% | +106.2% |
| All | +453.5% | +610.9% | -157.3% | +136.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling