+292.2%
RCL vs APA
+94.1%
+198.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | -1.2% | +8.5% | -9.7% | -2.8% |
| 30D | +17.8% | +2.8% | +15.1% | +16.7% |
| 3M | +4.9% | +21.7% | -16.8% | -0.1% |
| 6M | +23.7% | +32.6% | -8.9% | +14.3% |
| YTD | +17.8% | +103.7% | -85.9% | -6.5% |
| 1Y | +28.9% | +101.8% | -72.9% | +2.3% |
| 3Y | +241.9% | +48.1% | +193.8% | +180.6% |
| All | +292.2% | +94.1% | +198.1% | +178.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling