+119,301.1%
APH vs RGEN
+905.7%
+118,395.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.1% | +3.9% |
| 7D | -5.9% | -1.9% | -4.0% | -5.8% |
| 30D | -14.8% | +3.7% | -18.6% | -15.0% |
| 3M | -12.4% | +8.8% | -21.2% | -13.1% |
| 6M | +8.1% | +38.0% | -29.9% | +5.1% |
| YTD | +10.9% | +5.9% | +5.1% | +10.0% |
| 1Y | +8.8% | +19.7% | -10.9% | +6.8% |
| 3Y | +262.1% | +20.5% | +241.5% | +251.1% |
| 5Y | +283.1% | -35.0% | +318.1% | +282.4% |
| 10Y | +908.1% | +540.9% | +367.2% | +755.2% |
| All | +119,301.1% | +905.7% | +118,395.4% | +77,395.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling