+90.5%
APH vs RCAT
+762.9%
-672.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.6% | -45.2% | -47.6% |
| 7D | -48.7% | -9.8% | -38.9% | -48.2% |
| 30D | -51.9% | -3.3% | -48.6% | -51.8% |
| 3M | -43.6% | -43.2% | -0.3% | -41.6% |
| 6M | -37.5% | -43.2% | +5.6% | -36.1% |
| YTD | -38.6% | +5.5% | -44.2% | -39.9% |
| 1Y | -26.3% | -1.6% | -24.7% | -28.4% |
| All | +90.5% | +762.9% | -672.4% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling