+895.0%
APA vs RRC
+1,414.2%
-519.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.6% | +3.5% |
| 7D | -15.5% | -10.8% | -4.7% | -12.5% |
| 30D | +2.4% | +22.3% | -19.9% | -4.2% |
| 3M | +22.8% | +26.6% | -3.8% | +13.8% |
| 6M | +17.9% | +18.9% | -1.0% | +11.6% |
| YTD | +87.7% | +39.2% | +48.5% | +69.7% |
| 1Y | +94.2% | +34.0% | +60.2% | +77.7% |
| 3Y | +27.2% | +42.0% | -14.8% | +15.3% |
| 5Y | +74.1% | +111.9% | -37.7% | +39.7% |
| 10Y | +2.6% | +62.8% | -60.1% | -22.7% |
| All | +895.0% | +1,414.2% | -519.2% | +525.9% |
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 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