+310.3%
APH vs MTCH
-73.8%
+384.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.7% | +7.5% | +8.1% |
| 7D | +1.1% | -6.6% | +7.7% | +2.2% |
| 30D | -7.5% | -4.4% | -3.1% | -7.0% |
| 3M | -4.4% | +6.0% | -10.4% | -6.2% |
| 6M | +26.5% | +7.4% | +19.0% | +23.3% |
| YTD | +20.0% | +24.5% | -4.4% | +12.9% |
| 1Y | +16.9% | +22.3% | -5.4% | +10.3% |
| 3Y | +288.5% | +42.4% | +246.1% | +242.6% |
| 5Y | +310.3% | -73.6% | +383.9% | +441.5% |
| All | +310.3% | -73.8% | +384.0% | +441.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling