+296.4%
APH vs RIOT
-55.1%
+351.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.7% |
| 7D | +11.1% | +20.8% | -9.7% | +8.2% |
| 30D | -7.3% | +7.0% | -14.3% | -8.6% |
| 3M | -6.2% | -12.3% | +6.1% | -5.6% |
| 6M | +24.9% | -27.3% | +52.2% | +27.9% |
| YTD | +18.4% | +40.7% | -22.3% | +9.4% |
| 1Y | +13.0% | +15.3% | -2.3% | +6.7% |
| 3Y | +276.4% | +72.1% | +204.3% | +212.0% |
| 5Y | +296.4% | -59.7% | +356.1% | +228.3% |
| All | +296.4% | -55.1% | +351.5% | +228.3% |
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