+213.2%
RSP vs APTV
-25.9%
+239.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.2% |
| 7D | +0.7% | -4.3% | +5.0% | +2.0% |
| 30D | +3.7% | -9.7% | +13.3% | +6.6% |
| 3M | +0.7% | -20.6% | +21.2% | +7.1% |
| 6M | +9.0% | -31.7% | +40.8% | +19.2% |
| YTD | +16.7% | -48.0% | +64.7% | +37.1% |
| 1Y | +19.0% | -52.1% | +71.0% | +43.2% |
| 3Y | +64.7% | -47.9% | +112.6% | +86.2% |
| 5Y | +49.6% | -76.9% | +126.5% | +111.0% |
| 10Y | +213.2% | -26.7% | +239.9% | +208.7% |
| All | +213.2% | -25.9% | +239.1% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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