+16.4%
APH vs RRC
+44.7%
-28.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.5% | -2.6% | -6.5% |
| 7D | -2.4% | -6.8% | +4.4% | -3.0% |
| 30D | -9.5% | +34.7% | -44.2% | -5.3% |
| 3M | -7.6% | +31.5% | -39.1% | -3.5% |
| 6M | +12.4% | +21.8% | -9.4% | +15.8% |
| YTD | +17.5% | +48.9% | -31.3% | +24.0% |
| 1Y | +16.4% | +42.1% | -25.7% | +22.6% |
| All | +16.4% | +44.7% | -28.3% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling