+930.0%
APH vs MSCI
+811.9%
+118.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.2% |
| 7D | +4.9% | +3.0% | +1.9% | +3.7% |
| 30D | -5.4% | +17.8% | -23.2% | -11.4% |
| 3M | -5.5% | +15.2% | -20.6% | -11.0% |
| 6M | +25.9% | +16.5% | +9.4% | +16.5% |
| YTD | +16.4% | +16.4% | 0.0% | +6.3% |
| 1Y | +16.5% | +16.8% | -0.3% | +6.1% |
| 3Y | +270.9% | +35.8% | +235.1% | +206.1% |
| 5Y | +289.5% | +7.0% | +282.5% | +246.7% |
| All | +930.0% | +811.9% | +118.1% | +290.1% |
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