+214.0%
APH vs RKT
-7.0%
+221.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +4.8% | -52.6% | -48.3% |
| 7D | -48.7% | -1.3% | -47.4% | -48.9% |
| 30D | -51.9% | +1.4% | -53.4% | -52.3% |
| 3M | -43.6% | +6.3% | -49.8% | -44.4% |
| 6M | -37.5% | -15.5% | -22.1% | -37.1% |
| YTD | -38.6% | -27.4% | -11.3% | -37.4% |
| 1Y | -26.3% | -26.6% | +0.2% | -25.1% |
| 3Y | +89.2% | +41.2% | +48.0% | +73.8% |
| 5Y | +119.8% | -6.4% | +126.2% | +100.0% |
| All | +214.0% | -7.0% | +221.0% | +182.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling