+5,893.7%
RCL vs APA
+548.3%
+5,345.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.4% |
| 7D | +8.5% | -5.5% | +14.1% | +10.3% |
| 30D | +20.4% | -1.2% | +21.6% | +20.0% |
| 3M | +11.0% | +10.6% | +0.4% | +6.0% |
| 6M | +24.9% | +28.4% | -3.6% | +11.2% |
| YTD | +23.9% | +89.7% | -65.9% | -6.5% |
| 1Y | +30.8% | +90.6% | -59.8% | -1.8% |
| 3Y | +270.4% | +36.9% | +233.5% | +193.6% |
| 5Y | +296.1% | +83.2% | +212.9% | +167.1% |
| 10Y | +375.0% | -0.1% | +375.1% | +195.4% |
| All | +5,893.7% | +548.3% | +5,345.4% | +2,836.3% |
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