+241.9%
RCL vs APA
+45.9%
+195.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | -1.2% | +8.5% | -9.7% | -1.7% |
| 30D | +17.8% | +2.8% | +15.1% | +17.4% |
| 3M | +4.9% | +21.7% | -16.8% | +3.0% |
| 6M | +23.7% | +32.6% | -8.9% | +19.9% |
| YTD | +17.8% | +103.7% | -85.9% | +1.2% |
| 1Y | +28.9% | +101.8% | -72.9% | +10.8% |
| 3Y | +241.9% | +48.1% | +193.8% | +173.5% |
| All | +241.9% | +45.9% | +195.9% | +173.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling