+278.0%
APH vs RIOT
+75.2%
+202.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.3% |
| 7D | -5.0% | +29.0% | -34.0% | -9.0% |
| 30D | -8.4% | +7.1% | -15.4% | -9.9% |
| 3M | -4.5% | -6.8% | +2.3% | -4.8% |
| 6M | +25.3% | -24.9% | +50.2% | +27.8% |
| YTD | +18.9% | +42.7% | -23.8% | +8.4% |
| 1Y | +11.9% | +4.4% | +7.5% | +6.0% |
| 3Y | +278.0% | +74.5% | +203.4% | +225.7% |
| All | +278.0% | +75.2% | +202.8% | +225.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling