+5.1%
APH vs RRC
+17.8%
-12.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.7% | -9.3% |
| 7D | -12.7% | -6.9% | -5.9% | -12.9% |
| 30D | -19.2% | +25.4% | -44.6% | -16.0% |
| 3M | -16.7% | +31.9% | -48.6% | -12.2% |
| 6M | +5.1% | +17.2% | -12.1% | +2.9% |
| All | +5.1% | +17.8% | -12.7% | +2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling