+951.3%
APH vs MSI
+689.5%
+261.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +2.6% | +5.6% | +6.9% |
| 7D | +1.1% | +8.3% | -7.3% | -3.1% |
| 30D | -7.5% | +18.9% | -26.3% | -15.6% |
| 3M | -4.4% | +13.2% | -17.7% | -10.9% |
| 6M | +26.5% | +38.3% | -11.8% | +5.0% |
| YTD | +20.0% | +38.9% | -18.8% | -1.3% |
| 1Y | +16.9% | +36.7% | -19.8% | -3.1% |
| 3Y | +288.5% | +76.6% | +212.0% | +174.5% |
| 5Y | +310.3% | +124.5% | +185.8% | +149.4% |
| 10Y | +951.3% | +674.5% | +276.8% | +277.1% |
| All | +951.3% | +689.5% | +261.8% | +277.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling