+930.0%
APH vs RCAT
-99.8%
+1,029.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.7% |
| 7D | +4.9% | -5.9% | +10.8% | +4.9% |
| 30D | -5.4% | -19.7% | +14.3% | -5.2% |
| 3M | -5.5% | -62.9% | +57.4% | -4.7% |
| 6M | +25.9% | -59.6% | +85.5% | +26.7% |
| YTD | +16.4% | -52.1% | +68.4% | +16.8% |
| 1Y | +16.5% | -50.9% | +67.4% | +16.9% |
| 3Y | +270.9% | +333.8% | -62.9% | +266.2% |
| 5Y | +289.5% | +40.7% | +248.8% | +285.4% |
| All | +930.0% | -99.8% | +1,029.8% | +934.9% |
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