+355.9%
APH vs RIOT
-36.2%
+392.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.3% | +0.4% |
| 7D | +5.0% | +14.8% | -9.8% | +2.9% |
| 30D | -3.9% | +1.4% | -5.3% | -4.4% |
| 3M | +13.0% | -20.6% | +33.6% | +15.1% |
| 6M | +25.2% | +31.9% | -6.7% | +18.2% |
| YTD | +22.9% | +72.1% | -49.1% | +11.6% |
| 1Y | +47.8% | +65.7% | -17.8% | +33.2% |
| 3Y | +283.0% | +97.5% | +185.6% | +212.7% |
| All | +355.9% | -36.2% | +392.1% | +266.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling