+61,451.9%
APH vs RRC
+1,320.6%
+60,131.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.6% | -49.4% | -48.0% |
| 7D | -48.7% | +0.9% | -49.6% | -48.8% |
| 30D | -51.9% | +10.1% | -62.1% | -52.6% |
| 3M | -43.6% | +4.0% | -47.6% | -44.0% |
| 6M | -37.5% | +1.6% | -39.1% | -38.0% |
| YTD | -38.6% | +19.7% | -58.3% | -40.3% |
| 1Y | -26.3% | +21.4% | -47.7% | -28.6% |
| 3Y | +89.2% | +29.7% | +59.5% | +80.9% |
| 5Y | +119.8% | +153.9% | -34.1% | +89.6% |
| 10Y | +454.3% | +10.8% | +443.4% | +368.5% |
| All | +61,451.9% | +1,320.6% | +60,131.4% | +44,991.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling