+11.9%
APH vs RIG
+28.2%
-16.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -5.0% | -12.2% | +7.2% | -4.2% |
| 30D | -8.4% | -6.0% | -2.4% | -8.1% |
| 3M | -4.5% | -9.4% | +4.9% | -4.2% |
| 6M | +25.3% | -19.1% | +44.3% | +26.3% |
| YTD | +18.9% | +25.4% | -6.5% | +5.0% |
| 1Y | +11.9% | +23.3% | -11.4% | -0.3% |
| All | +11.9% | +28.2% | -16.3% | -0.3% |
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