+111,745.4%
APH vs RIG
-46.4%
+111,791.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.7% | +1.4% | +3.7% |
| 7D | -5.9% | -24.5% | +18.6% | -2.0% |
| 30D | -14.8% | -2.8% | -12.0% | -14.6% |
| 3M | -12.4% | +1.6% | -14.0% | -13.1% |
| 6M | +8.1% | -15.9% | +24.0% | +9.6% |
| YTD | +10.9% | +26.9% | -15.9% | +4.9% |
| 1Y | +8.8% | +34.4% | -25.6% | +1.9% |
| 3Y | +262.1% | -21.2% | +283.3% | +253.6% |
| 5Y | +283.1% | +46.4% | +236.8% | +218.2% |
| 10Y | +908.1% | -45.8% | +953.9% | +645.9% |
| All | +111,745.4% | -46.4% | +111,791.8% | +78,827.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling