+310.3%
APH vs RCL
+278.1%
+32.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.0% | +5.2% | +7.4% |
| 7D | +1.1% | +5.0% | -3.9% | -0.3% |
| 30D | -7.5% | +19.4% | -26.9% | -11.9% |
| 3M | -4.4% | +5.9% | -10.4% | -6.3% |
| 6M | +26.5% | +23.8% | +2.7% | +18.4% |
| YTD | +20.0% | +22.8% | -2.8% | +11.4% |
| 1Y | +16.9% | +34.3% | -17.4% | +5.6% |
| 3Y | +288.5% | +276.4% | +12.1% | +165.0% |
| 5Y | +310.3% | +281.6% | +28.7% | +166.6% |
| All | +310.3% | +278.1% | +32.1% | +166.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling