+930.0%
APH vs RRX
+200.5%
+729.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -0.8% |
| 7D | +4.9% | +4.3% | +0.5% | +3.1% |
| 30D | -5.4% | +12.3% | -17.7% | -9.6% |
| 3M | -5.5% | +3.7% | -9.1% | -6.6% |
| 6M | +25.9% | -13.9% | +39.8% | +32.6% |
| YTD | +16.4% | +26.5% | -10.1% | +1.4% |
| 1Y | +16.5% | +29.3% | -12.8% | +0.3% |
| 3Y | +270.9% | +65.6% | +205.3% | +169.2% |
| 5Y | +289.5% | +10.6% | +278.9% | +227.0% |
| All | +930.0% | +200.5% | +729.5% | +415.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling