+278.0%
APH vs RGEN
+18.4%
+259.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.3% |
| 7D | -5.0% | -2.4% | -2.6% | -4.4% |
| 30D | -8.4% | +0.1% | -8.4% | -8.3% |
| 3M | -4.5% | +6.6% | -11.1% | -6.3% |
| 6M | +25.3% | +40.9% | -15.6% | +14.5% |
| YTD | +18.9% | +6.2% | +12.7% | +15.3% |
| 1Y | +11.9% | +19.4% | -7.5% | +6.0% |
| 3Y | +278.0% | +17.9% | +260.1% | +248.6% |
| All | +278.0% | +18.4% | +259.6% | +248.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling