+132,206.3%
APH vs MSI
+3,857.7%
+128,348.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | +5.0% | -3.7% | +8.7% | +6.3% |
| 30D | -3.9% | +6.8% | -10.7% | -6.2% |
| 3M | +13.0% | +14.3% | -1.3% | +7.5% |
| 6M | +25.2% | -1.6% | +26.7% | +24.9% |
| YTD | +22.9% | +22.8% | +0.1% | +13.7% |
| 1Y | +47.8% | -1.1% | +48.9% | +46.5% |
| 3Y | +283.0% | +70.5% | +212.6% | +215.6% |
| 5Y | +349.7% | +102.8% | +246.9% | +249.4% |
| 10Y | +1,061.2% | +597.4% | +463.8% | +505.3% |
| All | +132,206.3% | +3,857.7% | +128,348.6% | +36,655.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling