+61,451.9%
APH vs RVTY
+1,792.2%
+59,659.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -48.2% |
| 7D | -48.7% | +0.4% | -49.1% | -49.0% |
| 30D | -51.9% | +13.2% | -65.2% | -54.2% |
| 3M | -43.6% | +27.2% | -70.8% | -48.5% |
| 6M | -37.5% | +32.4% | -69.9% | -44.1% |
| YTD | -38.6% | +34.9% | -73.5% | -45.6% |
| 1Y | -26.3% | +52.4% | -78.7% | -37.8% |
| 3Y | +89.2% | +12.3% | +76.9% | +71.1% |
| 5Y | +119.8% | -30.8% | +150.6% | +131.9% |
| 10Y | +454.3% | +150.7% | +303.6% | +268.6% |
| All | +61,451.9% | +1,792.2% | +59,659.7% | +22,638.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling