-26.3%
APH vs RGEN
+45.2%
-71.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -7.4% | -40.4% | -44.7% |
| 7D | -48.7% | -7.9% | -40.8% | -45.6% |
| 30D | -51.9% | +5.7% | -57.6% | -50.9% |
| 3M | -43.6% | +32.4% | -76.0% | -46.5% |
| 6M | -37.5% | +33.2% | -70.7% | -41.4% |
| YTD | -38.6% | +2.3% | -40.9% | -37.0% |
| 1Y | -26.3% | +39.0% | -65.3% | -26.6% |
| All | -26.3% | +45.2% | -71.5% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling