+16.4%
APH vs RCL
+27.6%
-11.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.4% | -12.5% | -7.7% |
| 7D | -2.4% | +11.7% | -14.1% | -5.4% |
| 30D | -9.5% | +21.1% | -30.6% | -14.1% |
| 3M | -7.6% | +2.9% | -10.5% | -8.5% |
| 6M | +12.4% | +29.8% | -17.4% | +4.0% |
| YTD | +17.5% | +21.4% | -3.9% | +9.8% |
| 1Y | +16.4% | +32.0% | -15.6% | +6.8% |
| All | +16.4% | +27.6% | -11.2% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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