+30,315.6%
APH vs RSG
+2,252.1%
+28,063.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.0% | +5.1% | +4.5% |
| 7D | -5.9% | +1.2% | -7.1% | -6.4% |
| 30D | -14.8% | +14.2% | -29.0% | -19.2% |
| 3M | -12.4% | +18.2% | -30.6% | -18.1% |
| 6M | +8.1% | +24.4% | -16.3% | -1.5% |
| YTD | +10.9% | +17.9% | -6.9% | +2.6% |
| 1Y | +8.8% | +22.3% | -13.6% | -0.9% |
| 3Y | +262.1% | +65.1% | +196.9% | +191.9% |
| 5Y | +283.1% | +97.9% | +185.2% | +188.0% |
| 10Y | +908.1% | +464.6% | +443.5% | +428.9% |
| All | +30,315.6% | +2,252.1% | +28,063.5% | +9,966.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling