+5,669.9%
RCL vs APA
+541.3%
+5,128.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.3% | +0.5% |
| 7D | +6.5% | -15.5% | +22.0% | +12.0% |
| 30D | +15.9% | +2.4% | +13.5% | +14.2% |
| 3M | +2.7% | +22.8% | -20.1% | -5.6% |
| 6M | +15.2% | +17.9% | -2.7% | +5.6% |
| YTD | +19.2% | +87.7% | -68.4% | -9.6% |
| 1Y | +31.6% | +94.2% | -62.6% | -1.8% |
| 3Y | +274.2% | +27.2% | +247.0% | +204.0% |
| 5Y | +250.1% | +74.1% | +175.9% | +140.2% |
| 10Y | +388.4% | +2.6% | +385.8% | +201.3% |
| All | +5,669.9% | +541.3% | +5,128.6% | +2,736.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling