+955.2%
APH vs RCAT
-99.6%
+1,054.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.4% | +5.5% | -0.9% |
| 7D | -5.0% | -5.6% | +0.6% | -5.0% |
| 30D | -8.4% | -27.0% | +18.7% | -8.1% |
| 3M | -4.5% | -57.9% | +53.4% | -3.9% |
| 6M | +25.3% | -59.4% | +84.7% | +26.0% |
| YTD | +18.9% | -46.9% | +65.8% | +19.3% |
| 1Y | +11.9% | -54.0% | +66.0% | +12.3% |
| 3Y | +278.0% | +378.4% | -100.5% | +272.9% |
| 5Y | +306.4% | +61.9% | +244.5% | +301.8% |
| 10Y | +955.2% | -99.6% | +1,054.8% | +955.5% |
| All | +955.2% | -99.6% | +1,054.8% | +955.5% |
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