+8.1%
APA vs RVTY
+18.2%
-10.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +0.5% | +1.1% | -0.6% | +0.3% |
| 30D | +23.4% | +13.2% | +10.2% | +20.0% |
| 3M | +12.7% | +27.2% | -14.6% | +6.2% |
| 6M | +39.4% | +32.4% | +7.0% | +29.2% |
| YTD | +79.0% | +34.9% | +44.1% | +63.7% |
| 1Y | +88.8% | +52.4% | +36.5% | +64.0% |
| All | +8.1% | +18.2% | -10.1% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling