+951.3%
APH vs RVTY
+217.6%
+733.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.6% | +4.6% | +6.7% |
| 7D | +1.1% | +6.0% | -4.9% | -1.0% |
| 30D | -7.5% | +4.3% | -11.8% | -8.8% |
| 3M | -4.4% | +40.2% | -44.7% | -17.0% |
| 6M | +26.5% | +59.3% | -32.8% | +3.9% |
| YTD | +20.0% | +66.5% | -46.5% | -4.3% |
| 1Y | +16.9% | +77.5% | -60.6% | -9.5% |
| 3Y | +288.5% | +92.5% | +196.0% | +173.5% |
| 5Y | +310.3% | -6.8% | +317.1% | +298.6% |
| 10Y | +951.3% | +225.4% | +725.9% | +453.5% |
| All | +951.3% | +217.6% | +733.7% | +453.5% |
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