+930.0%
APH vs MSI
+664.3%
+265.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +4.9% | +3.2% | +1.6% | +3.3% |
| 30D | -5.4% | +17.6% | -23.0% | -13.2% |
| 3M | -5.5% | +14.5% | -20.0% | -12.4% |
| 6M | +25.9% | +34.3% | -8.3% | +6.3% |
| YTD | +16.4% | +39.7% | -23.4% | -4.7% |
| 1Y | +16.5% | +40.2% | -23.7% | -4.8% |
| 3Y | +270.9% | +77.1% | +193.7% | +161.6% |
| 5Y | +289.5% | +124.0% | +165.4% | +137.0% |
| All | +930.0% | +664.3% | +265.7% | +269.3% |
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