+386.1%
APH vs RGTI
-2.8%
+388.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.1% | -1.3% |
| 7D | +4.9% | -18.1% | +23.0% | +6.2% |
| 30D | -5.4% | -17.6% | +12.2% | -4.3% |
| 3M | -5.5% | -48.3% | +42.9% | -1.7% |
| 6M | +25.9% | -47.8% | +73.7% | +29.9% |
| YTD | +16.4% | -56.6% | +72.9% | +20.5% |
| 1Y | +16.5% | -61.8% | +78.3% | +21.1% |
| 3Y | +270.9% | +807.5% | -536.7% | +199.0% |
| 5Y | +289.5% | -8.8% | +298.3% | +237.2% |
| All | +386.1% | -2.8% | +388.9% | +317.1% |
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