+1,127.7%
RSP vs APH
+13,744.3%
-12,616.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.9% |
| 7D | -0.8% | +5.0% | -5.7% | -3.0% |
| 30D | -0.3% | -3.9% | +3.5% | +1.1% |
| 3M | +4.3% | +13.0% | -8.7% | -3.2% |
| 6M | +8.8% | +25.2% | -16.3% | -5.2% |
| YTD | +15.3% | +22.9% | -7.7% | -1.1% |
| 1Y | +18.3% | +47.8% | -29.6% | -8.5% |
| 3Y | +52.8% | +283.0% | -230.2% | -30.7% |
| 5Y | +51.7% | +349.7% | -297.9% | -37.3% |
| 10Y | +208.5% | +1,061.2% | -852.8% | -22.0% |
| All | +1,127.7% | +13,744.3% | -12,616.6% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling