+88.8%
APA vs RGEN
+45.2%
+43.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.3% |
| 7D | +0.5% | -4.9% | +5.5% | +0.2% |
| 30D | +23.4% | +5.7% | +17.7% | +23.9% |
| 3M | +12.7% | +32.4% | -19.7% | +14.6% |
| 6M | +39.4% | +33.2% | +6.2% | +43.1% |
| YTD | +79.0% | +2.3% | +76.7% | +95.8% |
| 1Y | +88.8% | +39.0% | +49.8% | +84.5% |
| All | +88.8% | +45.2% | +43.6% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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