+90.5%
APH vs MSCI
+10.6%
+79.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.4% | -48.2% | -47.8% |
| 7D | -48.7% | +0.7% | -49.4% | -48.8% |
| 30D | -51.9% | +0.6% | -52.5% | -52.0% |
| 3M | -43.6% | -7.1% | -36.5% | -43.1% |
| 6M | -37.5% | +0.8% | -38.4% | -38.2% |
| YTD | -38.6% | +1.0% | -39.6% | -39.7% |
| 1Y | -26.3% | +4.3% | -30.6% | -28.6% |
| All | +90.5% | +10.6% | +79.9% | +78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling