+80.2%
MRK vs APH
+47.7%
+32.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -2.7% | +1.6% | -4.3% | -2.7% |
| 30D | +12.7% | -3.0% | +15.7% | +12.7% |
| 3M | +24.2% | +5.7% | +18.5% | +24.0% |
| 6M | +27.8% | +20.0% | +7.8% | +26.3% |
| YTD | +42.2% | +20.8% | +21.4% | +41.0% |
| 1Y | +80.2% | +40.2% | +40.0% | +64.5% |
| All | +80.2% | +47.7% | +32.5% | +64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling