+955.2%
APH vs RRX
+224.4%
+730.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.7% |
| 7D | -5.0% | 0.0% | -5.1% | -4.8% |
| 30D | -8.4% | +9.0% | -17.4% | -11.4% |
| 3M | -4.5% | +4.0% | -8.5% | -5.8% |
| 6M | +25.3% | -15.7% | +41.0% | +33.0% |
| YTD | +18.9% | +29.0% | -10.1% | +2.8% |
| 1Y | +11.9% | +35.2% | -23.3% | -5.5% |
| 3Y | +278.0% | +67.7% | +210.2% | +173.0% |
| 5Y | +306.4% | +14.9% | +291.5% | +235.5% |
| 10Y | +955.2% | +216.8% | +738.3% | +435.7% |
| All | +955.2% | +224.4% | +730.8% | +435.7% |
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