+290.1%
APH vs RGTI
+714.9%
-424.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.0% | -5.2% | -1.5% |
| 7D | +0.2% | +5.5% | -5.3% | -0.2% |
| 30D | -3.3% | -11.9% | +8.5% | -2.6% |
| 3M | +14.0% | -27.4% | +41.4% | +15.9% |
| 6M | +24.4% | -7.1% | +31.5% | +23.6% |
| YTD | +21.4% | -28.6% | +50.0% | +22.0% |
| 1Y | +48.9% | +4.4% | +44.6% | +44.9% |
| 3Y | +290.1% | +698.5% | -408.4% | +207.6% |
| All | +290.1% | +714.9% | -424.8% | +207.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling