+8.1%
APA vs RRC
+34.3%
-26.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.5% |
| 7D | +0.5% | +1.3% | -0.8% | -0.4% |
| 30D | +23.4% | +10.1% | +13.3% | +14.9% |
| 3M | +12.7% | +4.0% | +8.7% | +9.5% |
| 6M | +39.4% | +1.6% | +37.8% | +38.7% |
| YTD | +79.0% | +19.7% | +59.2% | +57.6% |
| 1Y | +88.8% | +21.4% | +67.4% | +63.8% |
| All | +8.1% | +34.3% | -26.2% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling