+420.6%
APH vs RGTI
+54.2%
+366.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.8% | +4.5% |
| 7D | +1.4% | +0.5% | +0.9% | +1.3% |
| 30D | -1.2% | -17.1% | +15.9% | -0.2% |
| 3M | +10.3% | -26.0% | +36.2% | +11.9% |
| 6M | +25.2% | -9.9% | +35.0% | +24.7% |
| YTD | +24.6% | -31.1% | +55.7% | +25.5% |
| 1Y | +41.4% | -8.5% | +50.0% | +38.9% |
| 3Y | +297.8% | +652.2% | -354.4% | +220.6% |
| 5Y | +366.0% | +56.8% | +309.2% | +285.8% |
| All | +420.6% | +54.2% | +366.4% | +334.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling