+268.0%
APH vs RCL
+256.9%
+11.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -8.5% |
| 7D | -12.7% | +3.9% | -16.6% | -13.8% |
| 30D | -19.2% | +11.8% | -30.9% | -21.7% |
| 3M | -16.7% | -0.8% | -15.8% | -16.9% |
| 6M | +5.1% | +23.6% | -18.5% | -1.6% |
| YTD | +6.6% | +17.6% | -11.1% | 0.0% |
| 1Y | +3.9% | +28.3% | -24.4% | -5.0% |
| 3Y | +246.0% | +261.4% | -15.4% | +138.7% |
| 5Y | +268.0% | +245.3% | +22.7% | +145.5% |
| All | +268.0% | +256.9% | +11.1% | +145.5% |
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