+16.5%
APH vs RRC
+36.3%
-19.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -1.7% |
| 7D | +4.9% | +6.4% | -1.5% | +5.4% |
| 30D | -5.4% | +23.9% | -29.3% | -2.0% |
| 3M | -5.5% | +30.2% | -35.6% | -1.1% |
| 6M | +25.9% | +26.3% | -0.3% | +30.9% |
| YTD | +16.4% | +48.1% | -31.7% | +24.0% |
| 1Y | +16.5% | +37.7% | -21.2% | +24.2% |
| All | +16.5% | +36.3% | -19.8% | +24.2% |
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