+1,055.9%
APH vs RTX
+279.0%
+776.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.2% |
| 7D | +5.0% | -5.2% | +10.1% | +7.5% |
| 30D | -3.9% | -9.4% | +5.5% | +0.4% |
| 3M | +13.0% | +12.3% | +0.7% | +6.2% |
| 6M | +25.2% | -3.1% | +28.3% | +25.6% |
| YTD | +22.9% | +10.7% | +12.3% | +15.8% |
| 1Y | +47.8% | +28.4% | +19.4% | +29.4% |
| 3Y | +283.0% | +147.1% | +136.0% | +139.4% |
| 5Y | +349.7% | +167.2% | +182.4% | +164.6% |
| All | +1,055.9% | +279.0% | +776.9% | +485.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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