+16.4%
APH vs RKT
-9.4%
+25.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.7% | -14.8% | -7.8% |
| 7D | -2.4% | +29.7% | -32.1% | -7.8% |
| 30D | -9.5% | +28.5% | -38.0% | -14.5% |
| 3M | -7.6% | +6.4% | -14.0% | -9.0% |
| 6M | +12.4% | +7.1% | +5.3% | +8.9% |
| YTD | +17.5% | -22.5% | +40.0% | +23.5% |
| 1Y | +16.4% | -10.4% | +26.8% | +17.2% |
| All | +16.4% | -9.4% | +25.8% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling