+27.2%
APA vs RGEN
+15.5%
+11.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.3% | +2.2% |
| 7D | -15.5% | -1.9% | -13.6% | -15.3% |
| 30D | +2.4% | +3.7% | -1.4% | +1.6% |
| 3M | +22.8% | +8.8% | +14.0% | +20.4% |
| 6M | +17.9% | +38.0% | -20.0% | +10.0% |
| YTD | +87.7% | +5.9% | +81.8% | +85.2% |
| 1Y | +94.2% | +19.7% | +74.5% | +84.8% |
| 3Y | +27.2% | +20.5% | +6.7% | +11.1% |
| All | +27.2% | +15.5% | +11.7% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling