+72,198.9%
APH vs RCL
+4,549.4%
+67,649.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.3% | -46.5% | -47.5% |
| 7D | -48.7% | -6.9% | -41.8% | -47.6% |
| 30D | -51.9% | -19.0% | -32.9% | -49.2% |
| 3M | -43.6% | -9.6% | -34.0% | -42.2% |
| 6M | -37.5% | -6.7% | -30.8% | -36.7% |
| YTD | -38.6% | -3.9% | -34.7% | -38.7% |
| 1Y | -26.3% | -25.1% | -1.2% | -22.2% |
| 3Y | +89.2% | +179.1% | -89.9% | +41.8% |
| 5Y | +119.8% | +243.3% | -123.5% | +47.6% |
| 10Y | +454.3% | +325.8% | +128.5% | +196.8% |
| All | +72,198.9% | +4,549.4% | +67,649.5% | +16,634.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling