+19,759.5%
APH vs RBA
+3,565.5%
+16,193.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.8% |
| 7D | +5.0% | -2.9% | +7.9% | +5.8% |
| 30D | -3.9% | -12.3% | +8.4% | -0.4% |
| 3M | +13.0% | -20.5% | +33.5% | +19.7% |
| 6M | +25.2% | -18.5% | +43.7% | +31.6% |
| YTD | +22.9% | -18.2% | +41.2% | +28.7% |
| 1Y | +47.8% | -27.5% | +75.3% | +60.0% |
| 3Y | +283.0% | +38.1% | +244.9% | +238.8% |
| 5Y | +349.7% | +44.8% | +304.9% | +283.3% |
| 10Y | +1,061.2% | +187.1% | +874.1% | +679.3% |
| All | +19,759.5% | +3,565.5% | +16,193.9% | +7,731.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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