-16.2%
MCHP vs APH
+258.9%
-275.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +4.1% | -14.1% | -12.4% |
| 7D | -24.6% | -5.9% | -18.6% | -21.8% |
| 30D | -25.2% | -14.8% | -10.4% | -18.1% |
| 3M | -21.1% | -12.4% | -8.6% | -15.2% |
| 6M | -42.7% | +8.1% | -50.7% | -45.2% |
| YTD | -6.9% | +10.9% | -17.8% | -18.1% |
| 1Y | +0.9% | +8.8% | -7.9% | -10.7% |
| 3Y | -16.2% | +262.1% | -278.3% | -82.2% |
| All | -16.2% | +258.9% | -275.1% | -82.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling