+951.3%
APH vs RCAT
-99.6%
+1,050.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.4% | -3.2% | +8.1% |
| 7D | +1.1% | +1.1% | 0.0% | +1.1% |
| 30D | -7.5% | -22.0% | +14.5% | -7.3% |
| 3M | -4.4% | -51.1% | +46.7% | -3.9% |
| 6M | +26.5% | -56.6% | +83.1% | +27.2% |
| YTD | +20.0% | -43.3% | +63.3% | +20.3% |
| 1Y | +16.9% | -51.5% | +68.4% | +17.2% |
| 3Y | +288.5% | +411.4% | -122.9% | +283.1% |
| 5Y | +310.3% | +74.4% | +235.9% | +305.4% |
| 10Y | +951.3% | -99.6% | +1,050.9% | +951.2% |
| All | +951.3% | -99.6% | +1,050.9% | +951.2% |
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