+883.4%
APH vs RBA
+224.6%
+658.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +4.5% |
| 7D | -5.9% | +4.3% | -10.2% | -7.2% |
| 30D | -14.8% | +16.3% | -31.1% | -18.9% |
| 3M | -12.4% | +1.3% | -13.7% | -13.3% |
| 6M | +8.1% | -11.1% | +19.1% | +10.5% |
| YTD | +10.9% | -8.5% | +19.4% | +12.0% |
| 1Y | +8.8% | -2.1% | +10.9% | +7.4% |
| 3Y | +262.1% | +44.6% | +217.5% | +212.7% |
| 5Y | +283.1% | +36.8% | +246.3% | +228.6% |
| All | +883.4% | +224.6% | +658.8% | +536.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling