+282.2%
APH vs RCAT
+46.9%
+235.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +18.6% | -14.5% | +2.8% |
| 7D | -5.9% | -12.7% | +6.8% | -5.1% |
| 30D | -14.8% | -34.3% | +19.5% | -12.5% |
| 3M | -12.4% | -53.4% | +41.0% | -8.3% |
| 6M | +8.1% | -62.0% | +70.0% | +13.8% |
| YTD | +10.9% | -49.1% | +60.0% | +13.6% |
| 1Y | +8.8% | -53.1% | +61.9% | +11.6% |
| 3Y | +262.1% | +318.7% | -56.6% | +228.9% |
| All | +282.2% | +46.9% | +235.2% | +262.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling