+188.9%
MCHP vs APA
-2.8%
+191.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | -11.1% | +9.6% | -20.7% | -13.2% |
| 3M | -18.1% | +18.0% | -36.1% | -22.1% |
| 6M | +10.8% | +41.9% | -31.1% | -0.7% |
| YTD | +14.2% | +86.3% | -72.1% | -5.1% |
| 1Y | +13.5% | +97.9% | -84.4% | -7.7% |
| 3Y | -2.0% | +12.8% | -14.8% | -11.8% |
| 5Y | +1.4% | +177.2% | -175.8% | -28.5% |
| All | +188.9% | -2.8% | +191.7% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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