+261.1%
RCL vs APA
+71.7%
+189.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.3% | +0.9% |
| 7D | +6.5% | -15.5% | +22.0% | +9.8% |
| 30D | +15.9% | +2.4% | +13.5% | +14.7% |
| 3M | +2.7% | +22.8% | -20.1% | -2.7% |
| 6M | +15.2% | +17.9% | -2.7% | +9.0% |
| YTD | +19.2% | +87.7% | -68.4% | -3.9% |
| 1Y | +31.6% | +94.2% | -62.6% | +4.6% |
| 3Y | +274.2% | +27.2% | +247.0% | +219.3% |
| All | +261.1% | +71.7% | +189.5% | +165.1% |
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 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