-2.6%
APA vs RGEN
+402.3%
-404.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.0% | +3.3% |
| 7D | +0.3% | -4.6% | +4.9% | +1.1% |
| 30D | +9.3% | +1.2% | +8.2% | +9.0% |
| 3M | +23.3% | +26.8% | -3.5% | +17.8% |
| 6M | +39.5% | +29.1% | +10.4% | +31.5% |
| YTD | +87.6% | +0.7% | +86.9% | +84.7% |
| 1Y | +114.2% | +39.1% | +75.2% | +98.1% |
| 3Y | +13.6% | +2.2% | +11.3% | +7.3% |
| 5Y | +175.6% | -44.0% | +219.6% | +171.1% |
| 10Y | -2.6% | +412.7% | -415.4% | -35.5% |
| All | -2.6% | +402.3% | -404.9% | -35.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling