-37.5%
APH vs RKT
-14.0%
-23.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -48.2% |
| 7D | -48.7% | -1.3% | -47.4% | -48.5% |
| 30D | -51.9% | +1.4% | -53.4% | -52.1% |
| 3M | -43.6% | +6.3% | -49.8% | -45.0% |
| 6M | -37.5% | -15.5% | -22.1% | -34.2% |
| All | -37.5% | -14.0% | -23.6% | -34.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling