+47.8%
APH vs RCAT
-2.3%
+50.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.1% |
| 7D | +5.0% | -1.4% | +6.4% | +5.1% |
| 30D | -3.9% | -3.3% | -0.5% | -3.8% |
| 3M | +13.0% | -43.2% | +56.2% | +17.9% |
| 6M | +25.2% | -43.2% | +68.3% | +28.0% |
| YTD | +22.9% | +5.5% | +17.4% | +19.3% |
| 1Y | +47.8% | -1.6% | +49.5% | +45.7% |
| All | +47.8% | -2.3% | +50.2% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling