-0.9%
APA vs RRC
+63.1%
-63.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.3% |
| 7D | -8.7% | -10.3% | +1.6% | -3.4% |
| 30D | -2.4% | +19.5% | -21.9% | -12.4% |
| 3M | +19.0% | +27.9% | -8.9% | +3.0% |
| 6M | +26.8% | +21.2% | +5.6% | +13.3% |
| YTD | +87.3% | +39.6% | +47.8% | +55.5% |
| 1Y | +92.3% | +31.3% | +61.0% | +64.8% |
| 3Y | +37.3% | +51.9% | -14.7% | +9.2% |
| 5Y | +73.2% | +110.2% | -37.0% | +12.0% |
| 10Y | -0.9% | +56.7% | -57.5% | -50.4% |
| All | -0.9% | +63.1% | -63.9% | -50.4% |
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