+192.2%
MCHP vs APH
+1,046.9%
-854.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | 0.0% |
| 7D | +2.8% | +0.2% | +2.6% | +2.5% |
| 30D | -12.8% | -3.3% | -9.5% | -10.7% |
| 3M | -19.2% | +14.0% | -33.2% | -29.0% |
| 6M | +14.5% | +24.4% | -9.9% | -8.8% |
| YTD | +17.1% | +21.4% | -4.3% | -11.9% |
| 1Y | +15.3% | +48.9% | -33.6% | -32.1% |
| 3Y | +0.5% | +290.1% | -289.6% | -81.0% |
| 5Y | +6.1% | +352.8% | -346.7% | -82.7% |
| 10Y | +192.2% | +1,041.3% | -849.0% | -81.6% |
| All | +192.2% | +1,046.9% | -854.7% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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