+1,030.6%
APH vs RSG
+425.0%
+605.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -2.2% | -1.8% | -0.4% | -1.3% |
| 30D | -4.0% | +2.8% | -6.8% | -5.4% |
| 3M | +7.7% | +4.3% | +3.4% | +4.4% |
| 6M | +17.8% | -0.5% | +18.3% | +16.5% |
| YTD | +19.2% | +5.2% | +14.0% | +13.6% |
| 1Y | +35.7% | -2.1% | +37.8% | +34.2% |
| 3Y | +282.9% | +56.5% | +226.4% | +172.1% |
| 5Y | +345.6% | +89.5% | +256.1% | +173.1% |
| All | +1,030.6% | +425.0% | +605.6% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RSG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling