+955.2%
APH vs MXL
+144.7%
+810.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.7% | +2.8% | -0.2% |
| 7D | -5.0% | -15.9% | +10.8% | -2.2% |
| 30D | -8.4% | -44.0% | +35.7% | +1.3% |
| 3M | -4.5% | -21.3% | +16.8% | -2.0% |
| 6M | +25.3% | -46.1% | +71.4% | +33.4% |
| YTD | +18.9% | +208.8% | -189.9% | -18.7% |
| 1Y | +11.9% | +255.5% | -243.6% | -26.1% |
| 3Y | +278.0% | +223.3% | +54.7% | +125.9% |
| 5Y | +306.4% | -18.1% | +324.5% | +220.3% |
| 10Y | +955.2% | +159.9% | +795.3% | +421.7% |
| All | +955.2% | +144.7% | +810.5% | +421.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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