+9,139.0%
APH vs RBA
+3,565.6%
+5,573.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.2% | -46.6% | -47.4% |
| 7D | -48.7% | -2.7% | -46.0% | -48.1% |
| 30D | -51.9% | -12.3% | -39.6% | -50.0% |
| 3M | -43.6% | -20.5% | -23.0% | -40.0% |
| 6M | -37.5% | -18.5% | -19.0% | -34.1% |
| YTD | -38.6% | -18.2% | -20.4% | -35.5% |
| 1Y | -26.3% | -27.5% | +1.2% | -20.0% |
| 3Y | +89.2% | +38.1% | +51.1% | +67.9% |
| 5Y | +119.8% | +44.8% | +75.0% | +88.0% |
| 10Y | +454.3% | +187.1% | +267.1% | +273.3% |
| All | +9,139.0% | +3,565.6% | +5,573.5% | +3,556.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling