+271.9%
MRVL vs APH
+350.9%
-79.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.9% | +6.2% | +6.1% |
| 7D | +3.2% | +5.0% | -1.8% | -2.3% |
| 30D | +5.9% | -3.9% | +9.8% | +10.3% |
| 3M | -29.3% | +13.0% | -42.3% | -37.0% |
| 6M | +186.5% | +25.2% | +161.3% | +121.0% |
| YTD | +163.4% | +22.9% | +140.5% | +90.1% |
| 1Y | +249.5% | +47.8% | +201.7% | +89.6% |
| 3Y | +289.4% | +283.0% | +6.3% | -48.8% |
| All | +271.9% | +350.9% | -79.0% | -59.6% |
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