+61,451.9%
APH vs RGEN
+871.6%
+60,580.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -7.4% | -40.4% | -47.2% |
| 7D | -48.7% | -7.9% | -40.8% | -48.1% |
| 30D | -51.9% | +5.7% | -57.6% | -51.9% |
| 3M | -43.6% | +32.4% | -76.0% | -44.6% |
| 6M | -37.5% | +33.2% | -70.7% | -38.8% |
| YTD | -38.6% | +2.3% | -40.9% | -38.6% |
| 1Y | -26.3% | +39.0% | -65.3% | -28.1% |
| 3Y | +89.2% | -4.6% | +93.8% | +87.3% |
| 5Y | +119.8% | -42.7% | +162.5% | +122.5% |
| 10Y | +454.3% | +433.6% | +20.7% | +378.5% |
| All | +61,451.9% | +871.6% | +60,580.4% | +40,207.8% |
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 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