+1,059.7%
APH vs RBA
+187.5%
+872.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.8% |
| 7D | +5.0% | -2.9% | +7.9% | +5.9% |
| 30D | -3.9% | -12.3% | +8.4% | -0.2% |
| 3M | +13.0% | -20.5% | +33.5% | +20.0% |
| 6M | +25.2% | -18.5% | +43.7% | +31.8% |
| YTD | +22.9% | -18.2% | +41.2% | +28.8% |
| 1Y | +47.8% | -27.5% | +75.3% | +60.6% |
| 3Y | +283.0% | +38.1% | +244.9% | +235.9% |
| 5Y | +349.7% | +44.8% | +304.9% | +278.5% |
| All | +1,059.7% | +187.5% | +872.2% | +660.5% |
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