+11,778.9%
APH vs RCAT
-100.0%
+11,878.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.9% | +5.5% | -9.3% |
| 7D | -12.7% | -32.6% | +19.9% | -12.6% |
| 30D | -19.2% | -46.3% | +27.1% | -19.1% |
| 3M | -16.7% | -60.7% | +44.0% | -16.5% |
| 6M | +5.1% | -67.4% | +72.5% | +5.4% |
| YTD | +6.6% | -57.1% | +63.6% | +6.7% |
| 1Y | +3.9% | -63.8% | +67.7% | +4.0% |
| 3Y | +246.0% | +268.1% | -22.1% | +245.0% |
| 5Y | +268.0% | +25.2% | +242.8% | +267.0% |
| 10Y | +868.2% | -99.7% | +967.9% | +860.1% |
| All | +11,778.9% | -100.0% | +11,878.9% | +10,320.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling