+32,240.3%
APH vs RSG
+2,275.9%
+29,964.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | +0.4% | +1.6% | -1.2% | -0.3% |
| 30D | -8.0% | +13.5% | -21.4% | -12.5% |
| 3M | -5.0% | +16.3% | -21.3% | -10.6% |
| 6M | +29.9% | +26.9% | +3.0% | +17.6% |
| YTD | +18.0% | +19.1% | -1.1% | +8.7% |
| 1Y | +11.3% | +21.8% | -10.5% | +1.6% |
| 3Y | +274.9% | +63.5% | +211.4% | +203.5% |
| 5Y | +300.6% | +98.6% | +202.0% | +200.7% |
| 10Y | +944.2% | +444.4% | +499.8% | +454.3% |
| All | +32,240.3% | +2,275.9% | +29,964.5% | +10,565.4% |
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 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