+1,293.1%
MRVL vs APH
+950.8%
+342.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -0.8% | +10.1% | +10.2% |
| 7D | +5.6% | +0.4% | +5.3% | +6.1% |
| 30D | -36.5% | -8.0% | -28.5% | -30.2% |
| 3M | -20.5% | -5.0% | -15.5% | -15.7% |
| 6M | -1.1% | +29.9% | -31.1% | -22.5% |
| YTD | +99.0% | +18.0% | +81.0% | +58.3% |
| 1Y | +89.3% | +11.3% | +77.9% | +59.8% |
| 3Y | +211.6% | +274.9% | -63.3% | -31.7% |
| 5Y | +134.1% | +300.6% | -166.5% | -49.7% |
| 10Y | +1,293.1% | +944.2% | +348.9% | +35.9% |
| All | +1,293.1% | +950.8% | +342.3% | +35.9% |
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