+132,206.2%
APH vs RJF
+17,012.4%
+115,193.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +1.4% |
| 7D | +5.0% | -0.6% | +5.6% | +5.1% |
| 30D | -3.9% | -1.3% | -2.6% | -3.5% |
| 3M | +13.0% | +18.9% | -5.9% | +5.4% |
| 6M | +25.2% | +15.0% | +10.1% | +18.1% |
| YTD | +22.9% | +12.2% | +10.7% | +16.6% |
| 1Y | +47.8% | +5.6% | +42.2% | +43.2% |
| 3Y | +283.0% | +74.9% | +208.2% | +205.4% |
| 5Y | +349.7% | +106.6% | +243.0% | +232.8% |
| 10Y | +1,061.2% | +433.1% | +628.2% | +485.4% |
| All | +132,206.2% | +17,012.4% | +115,193.8% | +20,421.3% |
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 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