+355.9%
APH vs RGEN
-42.4%
+398.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.4% |
| 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% | +35.7% |
| 3Y | +283.0% | -4.6% | +287.7% | +265.3% |
| All | +355.9% | -42.4% | +398.4% | +325.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling