+883.4%
APH vs RCAT
-99.8%
+983.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +18.6% | -14.5% | +4.0% |
| 7D | -5.9% | -12.7% | +6.8% | -5.8% |
| 30D | -14.8% | -34.3% | +19.5% | -14.5% |
| 3M | -12.4% | -53.4% | +41.0% | -11.9% |
| 6M | +8.1% | -62.0% | +70.0% | +8.8% |
| YTD | +10.9% | -49.1% | +60.0% | +11.3% |
| 1Y | +8.8% | -53.1% | +61.9% | +9.1% |
| 3Y | +262.1% | +318.7% | -56.6% | +257.5% |
| 5Y | +283.1% | +48.5% | +234.6% | +279.0% |
| All | +883.4% | -99.8% | +983.2% | +884.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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