+119,301.1%
APH vs RJF
+15,580.2%
+103,721.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.3% | +4.6% |
| 7D | -5.9% | +3.6% | -9.5% | -7.3% |
| 30D | -14.8% | +3.5% | -18.3% | -16.1% |
| 3M | -12.4% | -8.9% | -3.5% | -9.7% |
| 6M | +8.1% | +2.9% | +5.2% | +6.0% |
| YTD | +10.9% | +2.8% | +8.1% | +8.3% |
| 1Y | +8.8% | +2.7% | +6.1% | +6.3% |
| 3Y | +262.1% | +69.3% | +192.8% | +191.8% |
| 5Y | +283.1% | +75.0% | +208.1% | +200.7% |
| 10Y | +908.1% | +378.5% | +529.6% | +427.8% |
| All | +119,301.1% | +15,580.2% | +103,721.0% | +18,975.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling