+230.8%
RDW vs APA
+12.4%
+218.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | +0.9% | +4.6% | -3.7% | -0.2% |
| 30D | -21.3% | +11.9% | -33.2% | -23.5% |
| 3M | -37.9% | +22.5% | -60.3% | -41.3% |
| 6M | +12.3% | +37.5% | -25.3% | -1.0% |
| YTD | +39.7% | +87.2% | -47.4% | +10.6% |
| 1Y | +25.7% | +101.4% | -75.8% | -3.9% |
| 3Y | +230.8% | +16.9% | +213.9% | +166.7% |
| All | +230.8% | +12.4% | +218.5% | +166.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling