+352.5%
APH vs RGTI
+58.3%
+294.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.3% |
| 7D | +1.6% | +2.5% | -0.9% | +1.5% |
| 30D | -3.0% | -13.7% | +10.7% | -2.2% |
| 3M | +5.7% | -22.6% | +28.3% | +7.0% |
| 6M | +20.0% | -13.4% | +33.4% | +19.7% |
| YTD | +20.8% | -31.2% | +52.0% | +21.7% |
| 1Y | +40.2% | -7.6% | +47.9% | +37.7% |
| 3Y | +288.1% | +669.7% | -381.6% | +212.4% |
| 5Y | +352.5% | +57.0% | +295.5% | +274.1% |
| All | +352.5% | +58.3% | +294.3% | +274.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling