+119,301.1%
APH vs RVTY
+2,154.9%
+117,146.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.3% | +3.1% |
| 7D | -5.9% | -1.2% | -4.7% | -5.4% |
| 30D | -14.8% | +1.0% | -15.8% | -15.0% |
| 3M | -12.4% | +35.8% | -48.3% | -21.7% |
| 6M | +8.1% | +56.7% | -48.6% | -8.3% |
| YTD | +10.9% | +60.7% | -49.8% | -7.6% |
| 1Y | +8.8% | +73.7% | -64.9% | -11.9% |
| 3Y | +262.1% | +82.8% | +179.3% | +178.0% |
| 5Y | +283.1% | -7.0% | +290.2% | +264.8% |
| 10Y | +908.1% | +212.3% | +695.8% | +521.7% |
| All | +119,301.1% | +2,154.9% | +117,146.2% | +41,384.9% |
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