+4,549.4%
RCL vs APA
+511.5%
+4,037.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.9% |
| 7D | -5.1% | +0.5% | -5.6% | -5.3% |
| 30D | -19.0% | +23.4% | -42.4% | -24.9% |
| 3M | -9.6% | +12.7% | -22.3% | -14.6% |
| 6M | -6.7% | +39.4% | -46.1% | -20.2% |
| YTD | -3.9% | +79.0% | -82.9% | -25.3% |
| 1Y | -25.1% | +88.8% | -113.9% | -43.6% |
| 3Y | +179.1% | +6.4% | +172.8% | +142.6% |
| 5Y | +243.3% | +153.0% | +90.3% | +106.8% |
| 10Y | +325.8% | +7.5% | +318.2% | +159.8% |
| All | +4,549.4% | +511.5% | +4,037.9% | +2,246.7% |
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