-26.3%
APH vs RVMD
+430.6%
-457.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.2% | -50.0% | -47.9% |
| 7D | -48.7% | -5.0% | -43.7% | -48.5% |
| 30D | -51.9% | +6.4% | -58.4% | -52.3% |
| 3M | -43.6% | +34.9% | -78.5% | -44.9% |
| 6M | -37.5% | +107.6% | -145.1% | -41.3% |
| YTD | -38.6% | +163.7% | -202.3% | -42.2% |
| 1Y | -26.3% | +439.2% | -465.5% | -29.6% |
| All | -26.3% | +430.6% | -457.0% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling