+3,425.6%
APH vs MSCI
+3,261.3%
+164.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.4% | -11.5% | -8.3% |
| 7D | -2.4% | +11.5% | -13.9% | -6.7% |
| 30D | -9.5% | +22.1% | -31.5% | -16.8% |
| 3M | -7.6% | +18.4% | -26.0% | -14.4% |
| 6M | +12.4% | +16.6% | -4.2% | +3.5% |
| YTD | +17.5% | +18.8% | -1.3% | +6.0% |
| 1Y | +16.4% | +19.0% | -2.6% | +4.8% |
| 3Y | +281.6% | +40.7% | +240.9% | +210.5% |
| 5Y | +317.7% | +7.9% | +309.8% | +271.4% |
| 10Y | +967.8% | +848.9% | +119.0% | +261.3% |
| All | +3,425.6% | +3,261.3% | +164.3% | +564.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling