+118.8%
MRVL vs APH
+289.4%
-170.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -2.9% | -2.7% |
| 7D | +11.0% | +4.9% | +6.1% | +5.2% |
| 30D | -36.1% | -5.4% | -30.7% | -31.6% |
| 3M | -29.4% | -5.5% | -24.0% | -24.5% |
| 6M | -11.9% | +25.9% | -37.8% | -29.8% |
| YTD | +84.8% | +16.4% | +68.4% | +42.4% |
| 1Y | +79.4% | +16.5% | +62.9% | +37.0% |
| 3Y | +195.7% | +270.9% | -75.1% | -61.7% |
| All | +118.8% | +289.4% | -170.5% | -72.1% |
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