+413.6%
APH vs RGTI
+53.5%
+360.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.9% |
| 7D | +5.0% | -2.5% | +7.5% | +5.1% |
| 30D | -3.9% | -9.4% | +5.5% | -3.4% |
| 3M | +13.0% | -37.1% | +50.1% | +15.6% |
| 6M | +25.2% | -14.4% | +39.6% | +25.0% |
| YTD | +22.9% | -31.4% | +54.3% | +23.8% |
| 1Y | +47.8% | +0.5% | +47.3% | +44.5% |
| 3Y | +283.0% | +726.1% | -443.1% | +207.2% |
| 5Y | +349.7% | +56.2% | +293.4% | +272.5% |
| All | +413.6% | +53.5% | +360.0% | +328.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling