+16.5%
APH vs RGTI
-64.4%
+80.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.1% | -0.5% |
| 7D | +4.9% | -18.1% | +23.0% | +8.6% |
| 30D | -5.4% | -17.6% | +12.2% | -2.5% |
| 3M | -5.5% | -48.3% | +42.9% | +4.5% |
| 6M | +25.9% | -47.8% | +73.7% | +36.4% |
| YTD | +16.4% | -56.6% | +72.9% | +23.3% |
| 1Y | +16.5% | -61.8% | +78.3% | +24.1% |
| All | +16.5% | -64.4% | +80.8% | +24.1% |
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 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