+500.6%
APH vs RIOT
+958.3%
-457.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +14.8% | -62.6% | -48.8% |
| 7D | -48.7% | +4.4% | -53.1% | -49.3% |
| 30D | -51.9% | +1.4% | -53.3% | -52.5% |
| 3M | -43.6% | -20.6% | -22.9% | -43.4% |
| 6M | -37.5% | +31.9% | -69.4% | -39.9% |
| YTD | -38.6% | +72.1% | -110.7% | -42.2% |
| 1Y | -26.3% | +65.7% | -92.0% | -30.8% |
| 3Y | +89.2% | +97.5% | -8.3% | +69.3% |
| 5Y | +119.8% | -36.7% | +156.5% | +97.0% |
| 10Y | +454.3% | +550.1% | -95.9% | +305.9% |
| All | +500.6% | +958.3% | -457.7% | +335.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling