+132,206.3%
APH vs RRC
+1,320.6%
+130,885.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.0% |
| 7D | +5.0% | +1.3% | +3.7% | +4.8% |
| 30D | -3.9% | +10.1% | -14.0% | -5.0% |
| 3M | +13.0% | +4.0% | +9.0% | +12.3% |
| 6M | +25.2% | +1.6% | +23.6% | +24.4% |
| YTD | +22.9% | +19.7% | +3.2% | +19.7% |
| 1Y | +47.8% | +21.4% | +26.4% | +43.5% |
| 3Y | +283.0% | +29.7% | +253.4% | +266.8% |
| 5Y | +349.7% | +153.9% | +195.8% | +288.5% |
| 10Y | +1,061.2% | +10.8% | +1,050.4% | +883.2% |
| All | +132,206.3% | +1,320.6% | +130,885.7% | +96,988.6% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling