+212.8%
RDDT vs APA
+46.3%
+166.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.5% |
| 7D | +2.1% | +4.6% | -2.4% | +1.6% |
| 30D | +2.8% | +11.9% | -9.1% | +1.3% |
| 3M | -8.9% | +22.5% | -31.4% | -11.8% |
| 6M | +15.1% | +37.5% | -22.5% | +6.5% |
| YTD | -31.4% | +87.2% | -118.5% | -41.8% |
| 1Y | -39.4% | +101.4% | -140.9% | -50.5% |
| All | +212.8% | +46.3% | +166.5% | +135.6% |
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