+5.1%
APH vs MSCI
+13.5%
-8.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.7% | -6.6% | -10.2% |
| 7D | -12.7% | +6.0% | -18.8% | -10.8% |
| 30D | -19.2% | +18.2% | -37.4% | -14.6% |
| 3M | -16.7% | +15.1% | -31.8% | -12.6% |
| 6M | +5.1% | +13.7% | -8.6% | +8.7% |
| All | +5.1% | +13.5% | -8.3% | +8.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling