-25.1%
RCL vs APA
+94.6%
-119.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -1.0% |
| 7D | -5.1% | +0.5% | -5.6% | -4.9% |
| 30D | -19.0% | +23.4% | -42.4% | -14.0% |
| 3M | -9.6% | +12.7% | -22.3% | -5.5% |
| 6M | -6.7% | +39.4% | -46.1% | -2.5% |
| YTD | -3.9% | +79.0% | -82.9% | +0.1% |
| 1Y | -25.1% | +88.8% | -113.9% | -22.1% |
| All | -25.1% | +94.6% | -119.7% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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