-4.9%
APA vs RVTY
+140.1%
-144.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.9% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +15.7% | +10.8% | +4.9% | +10.5% |
| 3M | +16.5% | +26.8% | -10.3% | +3.8% |
| 6M | +35.1% | +39.3% | -4.2% | +12.6% |
| YTD | +82.2% | +31.6% | +50.6% | +54.5% |
| 1Y | +102.5% | +47.7% | +54.8% | +60.5% |
| 3Y | +10.3% | +19.9% | -9.6% | -7.3% |
| 5Y | +166.1% | -32.3% | +198.5% | +196.1% |
| 10Y | -4.9% | +138.4% | -143.3% | -56.2% |
| All | -4.9% | +140.1% | -144.9% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling