+1,059.7%
APH vs RCAT
-98.5%
+1,158.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +0.9% |
| 7D | +5.0% | -1.4% | +6.4% | +5.0% |
| 30D | -3.9% | -3.3% | -0.5% | -3.9% |
| 3M | +13.0% | -43.2% | +56.2% | +13.4% |
| 6M | +25.2% | -43.2% | +68.3% | +25.5% |
| YTD | +22.9% | +5.5% | +17.4% | +22.6% |
| 1Y | +47.8% | -1.6% | +49.5% | +47.4% |
| 3Y | +283.0% | +773.7% | -490.7% | +275.8% |
| 5Y | +349.7% | +187.6% | +162.0% | +341.9% |
| All | +1,059.7% | -98.5% | +1,158.2% | +1,035.7% |
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