+114,578.9%
APH vs RRC
+1,601.7%
+112,977.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.7% | -8.9% |
| 7D | -12.7% | -6.9% | -5.9% | -12.0% |
| 30D | -19.2% | +25.4% | -44.6% | -21.3% |
| 3M | -16.7% | +31.9% | -48.6% | -19.5% |
| 6M | +5.1% | +17.2% | -12.1% | +2.8% |
| YTD | +6.6% | +43.4% | -36.8% | +1.4% |
| 1Y | +3.9% | +36.7% | -32.8% | -0.7% |
| 3Y | +246.0% | +38.8% | +207.2% | +228.3% |
| 5Y | +268.0% | +118.3% | +149.7% | +223.3% |
| 10Y | +868.2% | +67.7% | +800.5% | +681.7% |
| All | +114,578.9% | +1,601.7% | +112,977.2% | +82,155.6% |
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 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