+565.4%
APH vs RVMD
+634.9%
-69.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | +0.2% | -1.2% | +1.4% | +0.4% |
| 30D | -3.3% | +1.1% | -4.4% | -3.5% |
| 3M | +14.0% | +39.6% | -25.6% | +9.0% |
| 6M | +24.4% | +110.7% | -86.3% | +11.4% |
| YTD | +21.4% | +160.3% | -138.9% | +4.6% |
| 1Y | +48.9% | +404.9% | -356.0% | +16.5% |
| 3Y | +290.1% | +545.5% | -255.3% | +185.7% |
| 5Y | +352.8% | +584.7% | -231.9% | +210.0% |
| All | +565.4% | +634.9% | -69.5% | +306.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling