+955.2%
APH vs RVTY
+212.9%
+742.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.5% |
| 7D | -5.0% | -2.7% | -2.4% | -3.7% |
| 30D | -8.4% | +3.2% | -11.6% | -9.3% |
| 3M | -4.5% | +37.2% | -41.7% | -16.4% |
| 6M | +25.3% | +57.7% | -32.4% | +3.3% |
| YTD | +18.9% | +64.8% | -45.9% | -4.8% |
| 1Y | +11.9% | +72.8% | -60.9% | -12.3% |
| 3Y | +278.0% | +89.8% | +188.2% | +167.6% |
| 5Y | +306.4% | -8.4% | +314.9% | +298.1% |
| 10Y | +955.2% | +219.5% | +735.7% | +455.8% |
| All | +955.2% | +212.9% | +742.3% | +455.8% |
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