+155,309.2%
APH vs RCL
+4,549.4%
+150,759.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +5.0% | -5.1% | +10.0% | +6.3% |
| 30D | -3.9% | -19.0% | +15.1% | +1.2% |
| 3M | +13.0% | -9.6% | +22.6% | +15.4% |
| 6M | +25.2% | -6.7% | +31.8% | +26.5% |
| YTD | +22.9% | -3.9% | +26.9% | +22.5% |
| 1Y | +47.8% | -25.1% | +72.9% | +55.6% |
| 3Y | +283.0% | +179.1% | +103.9% | +186.2% |
| 5Y | +349.7% | +243.3% | +106.3% | +201.0% |
| 10Y | +1,061.2% | +325.8% | +735.5% | +520.0% |
| All | +155,309.2% | +4,549.4% | +150,759.8% | +35,760.4% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling