+132,206.2%
APH vs RIO
+5,730.6%
+126,475.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.7% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | -3.9% | +4.0% | -7.8% | -5.1% |
| 3M | +13.0% | +0.1% | +12.8% | +12.9% |
| 6M | +25.2% | +12.7% | +12.4% | +20.0% |
| YTD | +22.9% | +35.6% | -12.6% | +11.1% |
| 1Y | +47.8% | +73.7% | -25.9% | +23.4% |
| 3Y | +283.0% | +93.3% | +189.7% | +205.9% |
| 5Y | +349.7% | +92.4% | +257.2% | +250.2% |
| 10Y | +1,061.2% | +606.9% | +454.3% | +484.9% |
| All | +132,206.2% | +5,730.6% | +126,475.6% | +33,756.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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