+276.0%
APH vs RKT
+84.5%
+191.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.4% | -3.8% | +4.2% | +0.8% |
| 30D | -8.0% | +32.8% | -40.8% | -11.2% |
| 3M | -5.0% | +0.8% | -5.8% | -5.3% |
| 6M | +29.9% | -2.6% | +32.5% | +29.3% |
| YTD | +18.0% | -25.4% | +43.4% | +20.2% |
| 1Y | +11.3% | -19.1% | +30.4% | +12.7% |
| All | +276.0% | +84.5% | +191.5% | +230.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling