+355.9%
APH vs RRC
+156.2%
+199.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.4% |
| 3M | +13.0% | +4.0% | +9.0% | +12.1% |
| 6M | +25.2% | +1.6% | +23.6% | +24.2% |
| YTD | +22.9% | +19.7% | +3.2% | +18.2% |
| 1Y | +47.8% | +21.4% | +26.4% | +41.3% |
| 3Y | +283.0% | +29.7% | +253.4% | +259.8% |
| All | +355.9% | +156.2% | +199.7% | +285.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling