+88.8%
APA vs RRX
+14.9%
+73.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.3% | -3.2% |
| 7D | +0.5% | +3.4% | -2.9% | +0.8% |
| 30D | +23.4% | -11.1% | +34.5% | +22.5% |
| 3M | +12.7% | -23.7% | +36.4% | +11.6% |
| 6M | +39.4% | -22.0% | +61.4% | +41.4% |
| YTD | +79.0% | +16.5% | +62.5% | +65.9% |
| 1Y | +88.8% | +11.5% | +77.3% | +76.5% |
| All | +88.8% | +14.9% | +73.9% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling