+955.2%
APH vs RIOT
+734.3%
+220.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.1% |
| 7D | -5.0% | +29.0% | -34.0% | -6.9% |
| 30D | -8.4% | +7.1% | -15.4% | -9.1% |
| 3M | -4.5% | -6.8% | +2.3% | -4.5% |
| 6M | +25.3% | -24.9% | +50.2% | +26.7% |
| YTD | +18.9% | +42.7% | -23.8% | +14.0% |
| 1Y | +11.9% | +4.4% | +7.5% | +9.5% |
| 3Y | +278.0% | +74.5% | +203.4% | +243.6% |
| 5Y | +306.4% | -50.5% | +356.9% | +271.9% |
| 10Y | +955.2% | +685.8% | +269.4% | +731.9% |
| All | +955.2% | +734.3% | +220.8% | +731.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 10y: compounded portfolio wealth divided by compounded RIOT 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…
10y analysis · Full analysis span regression · 6 months rolling