+646.8%
RGTI vs APA
+11.9%
+634.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | -0.1% | +0.8% | -0.9% | -0.2% |
| 30D | -16.2% | +9.6% | -25.8% | -17.2% |
| 3M | -22.0% | +18.0% | -40.0% | -23.9% |
| 6M | -10.8% | +41.9% | -52.6% | -18.3% |
| YTD | -31.6% | +86.3% | -117.9% | -41.8% |
| 1Y | -6.4% | +97.9% | -104.2% | -21.9% |
| All | +646.8% | +11.9% | +634.9% | +461.3% |
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 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