+285.6%
APH vs RKT
+42.6%
+243.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +5.0% | +2.1% | +2.9% | +4.6% |
| 30D | -3.9% | +1.4% | -5.3% | -4.2% |
| 3M | +13.0% | +6.3% | +6.7% | +11.5% |
| 6M | +25.2% | -15.5% | +40.6% | +26.4% |
| YTD | +22.9% | -27.4% | +50.3% | +26.1% |
| 1Y | +47.8% | -26.6% | +74.4% | +51.0% |
| All | +285.6% | +42.6% | +243.0% | +241.7% |
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