+1,030.6%
APH vs MTCH
+203.9%
+826.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.5% |
| 7D | -2.2% | -1.4% | -0.8% | -2.0% |
| 30D | -4.0% | +13.6% | -17.7% | -6.4% |
| 3M | +7.7% | +22.4% | -14.7% | +3.2% |
| 6M | +17.8% | +37.2% | -19.4% | +10.1% |
| YTD | +19.2% | +31.8% | -12.6% | +11.9% |
| 1Y | +35.7% | +12.9% | +22.8% | +31.2% |
| 3Y | +282.9% | -1.1% | +284.0% | +269.8% |
| 5Y | +345.6% | -73.5% | +419.1% | +431.9% |
| All | +1,030.6% | +203.9% | +826.8% | +773.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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