+1,055.9%
APH vs RGEN
+430.0%
+625.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +5.0% | -4.9% | +9.9% | +6.0% |
| 30D | -3.9% | +5.7% | -9.6% | -5.2% |
| 3M | +13.0% | +32.4% | -19.5% | +5.3% |
| 6M | +25.2% | +33.2% | -8.0% | +15.9% |
| YTD | +22.9% | +2.3% | +20.7% | +20.7% |
| 1Y | +47.8% | +39.0% | +8.8% | +35.5% |
| 3Y | +283.0% | -4.6% | +287.7% | +263.7% |
| 5Y | +349.7% | -42.7% | +392.3% | +352.0% |
| All | +1,055.9% | +430.0% | +625.8% | +621.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling