+951.3%
APH vs RJF
+371.5%
+579.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.1% | +5.1% | +6.8% |
| 7D | +1.1% | +3.4% | -2.3% | -0.5% |
| 30D | -7.5% | +5.9% | -13.4% | -10.1% |
| 3M | -4.4% | -4.6% | +0.2% | -2.7% |
| 6M | +26.5% | +9.5% | +17.0% | +19.9% |
| YTD | +20.0% | +6.0% | +14.1% | +14.8% |
| 1Y | +16.9% | +4.3% | +12.5% | +12.5% |
| 3Y | +288.5% | +76.6% | +211.9% | +188.0% |
| 5Y | +310.3% | +80.6% | +229.7% | +194.0% |
| 10Y | +951.3% | +346.5% | +604.8% | +431.3% |
| All | +951.3% | +371.5% | +579.8% | +431.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 10y: compounded portfolio wealth divided by compounded RJF 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…
10y analysis · Full analysis span regression · 6 months rolling