+1,046.0%
APH vs RSG
+428.3%
+617.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -3.0% | +3.7% | -6.7% | -4.8% |
| 3M | +5.7% | +6.2% | -0.4% | +1.5% |
| 6M | +20.0% | -2.8% | +22.8% | +20.2% |
| YTD | +20.8% | +5.9% | +14.9% | +14.7% |
| 1Y | +40.2% | -1.8% | +42.0% | +38.5% |
| 3Y | +288.1% | +57.5% | +230.6% | +174.9% |
| 5Y | +352.5% | +91.1% | +261.4% | +176.1% |
| All | +1,046.0% | +428.3% | +617.7% | +313.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling