+366.1%
APA vs RSG
+2,015.2%
-1,649.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.8% |
| 7D | +0.5% | +0.3% | +0.3% | +0.4% |
| 30D | +23.4% | +7.6% | +15.8% | +20.3% |
| 3M | +12.7% | +7.4% | +5.3% | +9.7% |
| 6M | +39.4% | -3.3% | +42.7% | +40.9% |
| YTD | +79.0% | +6.0% | +72.9% | +75.2% |
| 1Y | +88.8% | -3.7% | +92.5% | +90.8% |
| 3Y | +6.4% | +59.1% | -52.7% | -10.9% |
| 5Y | +153.0% | +89.0% | +64.0% | +98.6% |
| 10Y | +7.5% | +412.5% | -405.0% | -37.3% |
| All | +366.1% | +2,015.2% | -1,649.2% | +83.4% |
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