+16.4%
APH vs RGTI
-69.7%
+86.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.1% | -7.3% | -6.3% |
| 7D | -2.4% | -9.6% | +7.2% | -0.8% |
| 30D | -9.5% | -26.0% | +16.5% | -5.1% |
| 3M | -7.6% | -35.8% | +28.1% | -1.4% |
| 6M | +12.4% | -36.7% | +49.1% | +17.5% |
| YTD | +17.5% | -49.4% | +66.9% | +22.3% |
| 1Y | +16.4% | -68.1% | +84.5% | +30.7% |
| All | +16.4% | -69.7% | +86.1% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 1y: compounded portfolio wealth divided by compounded RGTI 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…
1y analysis · Full analysis span regression · 6 months rolling