+35.7%
APH vs RRX
+9.8%
+25.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.8% |
| 7D | -2.2% | -3.7% | +1.5% | -1.1% |
| 30D | -4.0% | -9.3% | +5.3% | -1.2% |
| 3M | +7.7% | -21.8% | +29.5% | +14.9% |
| 6M | +17.8% | -22.0% | +39.8% | +24.1% |
| YTD | +19.2% | +11.9% | +7.2% | +16.1% |
| 1Y | +35.7% | +11.6% | +24.1% | +32.0% |
| All | +35.7% | +9.8% | +25.9% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling