+259.0%
APH vs RVMD
+798.5%
-539.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.2% | -4.1% | +2.8% |
| 7D | -5.9% | +0.5% | -6.4% | -6.0% |
| 30D | -14.8% | -4.3% | -10.5% | -14.3% |
| 3M | -12.4% | -2.8% | -9.6% | -12.2% |
| 6M | +8.1% | +27.3% | -19.2% | +4.2% |
| YTD | +10.9% | +141.4% | -130.5% | -4.8% |
| 1Y | +8.8% | +213.3% | -204.5% | -11.5% |
| All | +259.0% | +798.5% | -539.5% | +131.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling