-0.9%
APA vs RVTY
+217.6%
-218.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -1.7% |
| 7D | -8.7% | +6.0% | -14.8% | -11.2% |
| 30D | -2.4% | +4.3% | -6.7% | -4.5% |
| 3M | +19.0% | +40.2% | -21.2% | +1.8% |
| 6M | +26.8% | +59.3% | -32.5% | +1.2% |
| YTD | +87.3% | +66.5% | +20.8% | +42.4% |
| 1Y | +92.3% | +77.5% | +14.8% | +41.1% |
| 3Y | +37.3% | +92.5% | -55.2% | -7.9% |
| 5Y | +73.2% | -6.8% | +80.0% | +63.3% |
| 10Y | -0.9% | +225.4% | -226.2% | -58.4% |
| All | -0.9% | +217.6% | -218.5% | -58.4% |
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