+282.2%
APH vs MSCI
+3.6%
+278.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.3% | +6.4% | +4.8% |
| 7D | -5.9% | +2.8% | -8.8% | -6.8% |
| 30D | -14.8% | +15.4% | -30.2% | -18.8% |
| 3M | -12.4% | +13.4% | -25.8% | -16.2% |
| 6M | +8.1% | +10.9% | -2.8% | +2.9% |
| YTD | +10.9% | +13.0% | -2.0% | +3.7% |
| 1Y | +8.8% | +12.0% | -3.3% | +1.9% |
| 3Y | +262.1% | +34.1% | +228.0% | +201.8% |
| All | +282.2% | +3.6% | +278.6% | +239.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling