+208.0%
RSP vs APH
+1,060.9%
-852.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.9% |
| 7D | -0.8% | +5.0% | -5.7% | -2.9% |
| 30D | -0.3% | -3.9% | +3.5% | +1.1% |
| 3M | +4.3% | +13.0% | -8.7% | -2.9% |
| 6M | +8.8% | +25.2% | -16.3% | -4.7% |
| YTD | +15.3% | +22.9% | -7.7% | -1.0% |
| 1Y | +18.3% | +47.8% | -29.6% | -9.3% |
| 3Y | +52.8% | +283.0% | -230.2% | -37.7% |
| 5Y | +51.7% | +349.7% | -297.9% | -45.3% |
| All | +208.0% | +1,060.9% | -852.9% | -40.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling