-4.9%
APA vs RRC
+7.9%
-12.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | -1.7% | -1.2% | -0.5% | -1.0% |
| 30D | +15.7% | +9.4% | +6.3% | +10.4% |
| 3M | +16.5% | +7.4% | +9.1% | +12.3% |
| 6M | +35.1% | +1.5% | +33.6% | +35.0% |
| YTD | +82.2% | +19.4% | +62.8% | +66.7% |
| 1Y | +102.5% | +24.2% | +78.2% | +81.2% |
| 3Y | +10.3% | +32.8% | -22.5% | -4.7% |
| 5Y | +166.1% | +152.9% | +13.2% | +60.5% |
| 10Y | -4.9% | +3.9% | -8.7% | -39.3% |
| All | -4.9% | +7.9% | -12.8% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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