+282.2%
APH vs RKT
0.0%
+282.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.9% |
| 7D | -5.9% | +17.7% | -23.6% | -8.5% |
| 30D | -14.8% | +31.6% | -46.4% | -18.8% |
| 3M | -12.4% | +13.9% | -26.3% | -14.8% |
| 6M | +8.1% | +2.8% | +5.3% | +6.1% |
| YTD | +10.9% | -22.2% | +33.2% | +13.4% |
| 1Y | +8.8% | -3.5% | +12.3% | +7.6% |
| 3Y | +262.1% | +95.3% | +166.8% | +186.4% |
| All | +282.2% | 0.0% | +282.1% | +227.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling