+955.2%
APH vs MSI
+670.3%
+284.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -5.0% | +7.4% | -12.4% | -8.6% |
| 30D | -8.4% | +18.7% | -27.1% | -16.4% |
| 3M | -4.5% | +14.5% | -19.0% | -11.5% |
| 6M | +25.3% | +38.1% | -12.8% | +4.1% |
| YTD | +18.9% | +38.7% | -19.8% | -2.2% |
| 1Y | +11.9% | +35.4% | -23.5% | -6.8% |
| 3Y | +278.0% | +75.1% | +202.9% | +168.3% |
| 5Y | +306.4% | +126.4% | +180.0% | +145.9% |
| 10Y | +955.2% | +671.4% | +283.8% | +278.8% |
| All | +955.2% | +670.3% | +284.8% | +278.8% |
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