+285.2%
APH vs RKT
-7.1%
+292.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | -9.0% | +13.8% | +6.4% |
| 30D | -5.4% | +30.2% | -35.6% | -9.8% |
| 3M | -5.5% | -8.8% | +3.4% | -4.5% |
| 6M | +25.9% | -0.9% | +26.9% | +24.5% |
| YTD | +16.4% | -29.2% | +45.5% | +20.6% |
| 1Y | +16.5% | -20.1% | +36.5% | +18.5% |
| 3Y | +270.9% | +81.3% | +189.5% | +196.5% |
| All | +285.2% | -7.1% | +292.2% | +232.1% |
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