+355.9%
APH vs MSI
+103.4%
+252.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +5.0% | -3.7% | +8.7% | +6.9% |
| 30D | -3.9% | +6.8% | -10.7% | -7.4% |
| 3M | +13.0% | +14.3% | -1.3% | +4.6% |
| 6M | +25.2% | -1.6% | +26.7% | +25.2% |
| YTD | +22.9% | +22.8% | +0.1% | +8.2% |
| 1Y | +47.8% | -1.1% | +48.9% | +46.8% |
| 3Y | +283.0% | +70.5% | +212.6% | +167.8% |
| All | +355.9% | +103.4% | +252.5% | +179.2% |
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 2021-09-04 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling