+88.2%
APA vs RVTY
+76.6%
+11.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | +0.1% |
| 7D | -8.7% | +6.0% | -14.8% | -8.2% |
| 30D | -2.4% | +4.3% | -6.7% | -1.9% |
| 3M | +19.0% | +40.2% | -21.2% | +23.5% |
| 6M | +26.8% | +59.3% | -32.5% | +34.6% |
| YTD | +87.3% | +66.5% | +20.8% | +104.2% |
| All | +88.2% | +76.6% | +11.6% | +104.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling