+930.0%
APH vs RGEN
+415.2%
+514.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +4.9% | -3.3% | +8.2% | +5.7% |
| 30D | -5.4% | -5.8% | +0.4% | -4.1% |
| 3M | -5.5% | +0.2% | -5.6% | -5.9% |
| 6M | +25.9% | +56.8% | -30.9% | +12.6% |
| YTD | +16.4% | +2.4% | +14.0% | +13.9% |
| 1Y | +16.5% | +11.4% | +5.0% | +12.0% |
| 3Y | +270.9% | +15.2% | +255.7% | +239.1% |
| 5Y | +289.5% | -35.1% | +324.6% | +281.7% |
| All | +930.0% | +415.2% | +514.8% | +523.8% |
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