+1,055.9%
APH vs RVTY
+149.2%
+906.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.0% | +1.1% | +3.9% | +4.4% |
| 30D | -3.9% | +13.2% | -17.1% | -8.8% |
| 3M | +13.0% | +27.2% | -14.3% | +1.8% |
| 6M | +25.2% | +32.4% | -7.3% | +10.1% |
| YTD | +22.9% | +34.9% | -11.9% | +7.0% |
| 1Y | +47.8% | +52.4% | -4.5% | +21.4% |
| 3Y | +283.0% | +12.3% | +270.7% | +241.7% |
| 5Y | +349.7% | -30.8% | +380.5% | +398.6% |
| All | +1,055.9% | +149.2% | +906.7% | +546.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling