+848.7%
APA vs RRC
+1,202.2%
-353.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | +0.5% | +1.3% | -0.8% | +0.2% |
| 30D | +23.4% | +10.1% | +13.3% | +20.0% |
| 3M | +12.7% | +4.0% | +8.7% | +11.6% |
| 6M | +39.4% | +1.6% | +37.8% | +39.5% |
| YTD | +79.0% | +19.7% | +59.2% | +70.3% |
| 1Y | +88.8% | +21.4% | +67.4% | +79.1% |
| 3Y | +6.4% | +29.7% | -23.3% | -0.4% |
| 5Y | +153.0% | +153.9% | -0.9% | +95.1% |
| 10Y | +7.5% | +10.8% | -3.3% | -10.3% |
| All | +848.7% | +1,202.2% | -353.5% | +528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling