+13.0%
APH vs RVMD
+224.2%
-211.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.1% | +4.1% | +7.6% |
| 7D | +1.1% | +6.4% | -5.3% | +0.4% |
| 30D | -7.5% | +5.5% | -13.0% | -8.1% |
| 3M | -4.4% | -2.4% | -2.0% | -4.3% |
| 6M | +26.5% | +41.1% | -14.7% | +22.6% |
| YTD | +20.0% | +151.3% | -131.2% | +12.2% |
| All | +13.0% | +224.2% | -211.2% | -2.2% |
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