+8.8%
APH vs MSCI
+14.2%
-5.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.3% | +6.4% | +3.6% |
| 7D | -5.9% | +2.8% | -8.8% | -5.1% |
| 30D | -14.8% | +15.4% | -30.2% | -11.7% |
| 3M | -12.4% | +13.4% | -25.8% | -9.5% |
| 6M | +8.1% | +10.9% | -2.8% | +11.4% |
| YTD | +10.9% | +13.0% | -2.0% | +15.1% |
| 1Y | +8.8% | +12.0% | -3.3% | +13.8% |
| All | +8.8% | +14.2% | -5.4% | +13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling