+394.2%
APA vs RSG
+2,259.5%
-1,865.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +1.2% |
| 7D | -5.5% | +2.0% | -7.5% | -6.2% |
| 30D | -1.2% | +14.2% | -15.3% | -5.9% |
| 3M | +10.6% | +15.8% | -5.2% | +4.8% |
| 6M | +28.4% | +24.6% | +3.9% | +18.5% |
| YTD | +89.7% | +18.2% | +71.5% | +78.4% |
| 1Y | +90.6% | +22.8% | +67.8% | +76.8% |
| 3Y | +36.9% | +62.4% | -25.5% | +13.8% |
| 5Y | +83.2% | +96.0% | -12.8% | +41.8% |
| 10Y | -0.1% | +448.5% | -448.6% | -43.4% |
| All | +394.2% | +2,259.5% | -1,865.3% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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