+96.9%
MRVL vs APH
+280.5%
-183.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.1% | +1.6% | +1.1% |
| 7D | -28.1% | -5.9% | -22.2% | -22.6% |
| 30D | -50.4% | -14.8% | -35.6% | -40.1% |
| 3M | -32.9% | -12.4% | -20.5% | -21.9% |
| 6M | -17.9% | +8.1% | -26.0% | -23.7% |
| YTD | +66.4% | +10.9% | +55.5% | +35.3% |
| 1Y | +51.5% | +8.8% | +42.8% | +25.2% |
| 3Y | +177.9% | +262.1% | -84.2% | -63.3% |
| All | +96.9% | +280.5% | -183.6% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling