+13.0%
APH vs RCAT
-53.5%
+66.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.4% | -3.2% | +6.4% |
| 7D | +1.1% | +1.1% | 0.0% | +0.6% |
| 30D | -7.5% | -22.0% | +14.5% | -4.9% |
| 3M | -4.4% | -51.1% | +46.7% | +3.7% |
| 6M | +26.5% | -56.6% | +83.1% | +36.8% |
| YTD | +20.0% | -43.3% | +63.3% | +18.1% |
| All | +13.0% | -53.5% | +66.5% | +12.7% |
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