+5.1%
APH vs RIG
-19.3%
+24.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.4% | -2.9% | -9.7% |
| 7D | -12.7% | -23.8% | +11.0% | -15.1% |
| 30D | -19.2% | -5.6% | -13.6% | -18.9% |
| 3M | -16.7% | -0.8% | -15.9% | -15.3% |
| 6M | +5.1% | -18.4% | +23.5% | +1.7% |
| All | +5.1% | -19.3% | +24.4% | +1.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling