+2,070.0%
MRK vs APH
+132,206.2%
-130,136.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.5% |
| 7D | +1.3% | +5.0% | -3.6% | +0.6% |
| 30D | +17.1% | -3.9% | +21.0% | +17.7% |
| 3M | +25.9% | +13.0% | +12.9% | +22.9% |
| 6M | +26.8% | +25.2% | +1.7% | +21.4% |
| YTD | +44.9% | +22.9% | +22.0% | +38.2% |
| 1Y | +84.8% | +47.8% | +37.0% | +70.7% |
| 3Y | +50.1% | +283.0% | -232.9% | +17.0% |
| 5Y | +127.4% | +349.7% | -222.2% | +71.0% |
| 10Y | +240.0% | +1,061.2% | -821.3% | +118.0% |
| All | +2,070.0% | +132,206.2% | -130,136.2% | +835.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling