+132,206.3%
APH vs RVTY
+1,792.2%
+130,414.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | +1.1% | +3.9% | +4.5% |
| 30D | -3.9% | +13.2% | -17.1% | -8.1% |
| 3M | +13.0% | +27.2% | -14.3% | +3.4% |
| 6M | +25.2% | +32.4% | -7.3% | +12.3% |
| YTD | +22.9% | +34.9% | -11.9% | +9.3% |
| 1Y | +47.8% | +52.4% | -4.5% | +25.3% |
| 3Y | +283.0% | +12.3% | +270.7% | +247.4% |
| 5Y | +349.7% | -30.8% | +380.5% | +376.0% |
| 10Y | +1,061.2% | +150.7% | +910.5% | +674.7% |
| All | +132,206.3% | +1,792.2% | +130,414.0% | +48,927.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded RVTY 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling