+8.8%
APH vs RBA
-3.3%
+12.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.3% | +5.4% | +4.3% |
| 7D | -5.9% | +4.3% | -10.2% | -6.5% |
| 30D | -14.8% | +16.3% | -31.1% | -16.7% |
| 3M | -12.4% | +1.3% | -13.7% | -12.0% |
| 6M | +8.1% | -11.1% | +19.1% | +9.9% |
| YTD | +10.9% | -8.5% | +19.4% | +10.0% |
| 1Y | +8.8% | -2.1% | +10.9% | +5.9% |
| All | +8.8% | -3.3% | +12.1% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling