+290.1%
APH vs RSG
+55.3%
+234.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.3% |
| 7D | +0.2% | -0.7% | +1.0% | +0.2% |
| 30D | -3.3% | +3.3% | -6.6% | -3.1% |
| 3M | +14.0% | +8.5% | +5.6% | +14.0% |
| 6M | +24.4% | -3.5% | +28.0% | +25.2% |
| YTD | +21.4% | +5.5% | +15.9% | +20.8% |
| 1Y | +48.9% | -1.7% | +50.7% | +50.5% |
| 3Y | +290.1% | +56.9% | +233.2% | +237.4% |
| All | +290.1% | +55.3% | +234.8% | +237.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling