+262.1%
APH vs RRX
+63.4%
+198.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.5% | -1.4% | +2.1% |
| 7D | -5.9% | +7.5% | -13.5% | -8.3% |
| 30D | -14.8% | +3.0% | -17.8% | -15.5% |
| 3M | -12.4% | -5.3% | -7.1% | -10.6% |
| 6M | +8.1% | -26.6% | +34.7% | +18.5% |
| YTD | +10.9% | +21.2% | -10.2% | +0.8% |
| 1Y | +8.8% | +25.9% | -17.2% | -2.8% |
| 3Y | +262.1% | +71.7% | +190.4% | +185.4% |
| All | +262.1% | +63.4% | +198.7% | +185.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling