+1,173.1%
MRVL vs APH
+926.5%
+246.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -2.9% | -2.9% |
| 7D | +11.0% | +4.9% | +6.1% | +5.7% |
| 30D | -36.1% | -5.4% | -30.7% | -31.8% |
| 3M | -29.4% | -5.5% | -24.0% | -24.7% |
| 6M | -11.9% | +25.9% | -37.8% | -28.2% |
| YTD | +84.8% | +16.4% | +68.4% | +49.1% |
| 1Y | +79.4% | +16.5% | +62.9% | +44.0% |
| 3Y | +195.7% | +270.9% | -75.1% | -34.4% |
| 5Y | +117.2% | +289.5% | -172.3% | -52.0% |
| All | +1,173.1% | +926.5% | +246.7% | +25.8% |
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