+380.4%
RCL vs APA
0.0%
+380.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.3% | +0.5% |
| 7D | +6.5% | -15.5% | +22.0% | +12.3% |
| 30D | +15.9% | +2.4% | +13.5% | +14.0% |
| 3M | +2.7% | +22.8% | -20.1% | -6.1% |
| 6M | +15.2% | +17.9% | -2.7% | +4.9% |
| YTD | +19.2% | +87.7% | -68.4% | -12.0% |
| 1Y | +31.6% | +94.2% | -62.6% | -4.6% |
| 3Y | +274.2% | +27.2% | +247.0% | +198.0% |
| 5Y | +250.1% | +74.1% | +175.9% | +127.2% |
| All | +380.4% | 0.0% | +380.4% | +118.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling