+285.6%
APH vs MTSI
+224.7%
+60.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | -0.5% |
| 7D | +5.0% | +1.4% | +3.6% | +4.4% |
| 30D | -3.9% | +2.1% | -6.0% | -5.5% |
| 3M | +13.0% | -29.7% | +42.7% | +28.4% |
| 6M | +25.2% | +12.5% | +12.6% | +13.8% |
| YTD | +22.9% | +57.0% | -34.1% | -4.4% |
| 1Y | +47.8% | +103.9% | -56.1% | +1.4% |
| All | +285.6% | +224.7% | +60.9% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded MTSI 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling