+6.1%
APA vs RGEN
+415.2%
-409.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +1.5% |
| 7D | +8.5% | -3.3% | +11.8% | +9.0% |
| 30D | +2.8% | -5.8% | +8.6% | +3.5% |
| 3M | +21.7% | +0.2% | +21.5% | +20.9% |
| 6M | +32.6% | +56.8% | -24.2% | +21.4% |
| YTD | +103.7% | +2.4% | +101.3% | +99.0% |
| 1Y | +101.8% | +11.4% | +90.4% | +93.9% |
| 3Y | +48.1% | +15.2% | +32.9% | +37.2% |
| 5Y | +91.9% | -35.1% | +127.0% | +84.3% |
| All | +6.1% | +415.2% | -409.0% | -25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling