-26.3%
APH vs RIG
+97.6%
-124.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.7% | -48.5% | -47.9% |
| 7D | -48.7% | +1.9% | -50.6% | -48.9% |
| 30D | -51.9% | +13.8% | -65.8% | -52.8% |
| 3M | -43.6% | -6.4% | -37.2% | -43.1% |
| 6M | -37.5% | -8.2% | -29.4% | -37.6% |
| YTD | -38.6% | +41.6% | -80.3% | -45.2% |
| 1Y | -26.3% | +88.7% | -115.0% | -37.6% |
| All | -26.3% | +97.6% | -124.0% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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