+290.1%
APH vs RRX
+4.1%
+286.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.4% |
| 7D | +0.2% | +4.3% | -4.1% | -1.2% |
| 30D | -3.3% | -8.0% | +4.7% | -0.7% |
| 3M | +14.0% | -22.0% | +36.1% | +22.4% |
| 6M | +24.4% | -11.9% | +36.3% | +27.5% |
| YTD | +21.4% | +17.1% | +4.3% | +12.4% |
| 1Y | +48.9% | +14.9% | +34.0% | +37.8% |
| 3Y | +290.1% | +6.9% | +283.2% | +274.5% |
| All | +290.1% | +4.1% | +286.0% | +274.5% |
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