+53.9%
RGTI vs APA
+203.9%
-150.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.0% | -6.6% | -4.2% |
| 7D | +2.5% | +0.3% | +2.2% | +2.4% |
| 30D | -13.7% | +9.3% | -23.0% | -15.5% |
| 3M | -22.6% | +23.3% | -45.9% | -26.9% |
| 6M | -13.4% | +39.5% | -52.9% | -22.7% |
| YTD | -31.2% | +87.6% | -118.8% | -43.7% |
| 1Y | -7.6% | +114.2% | -121.9% | -27.8% |
| 3Y | +669.7% | +13.6% | +656.1% | +583.6% |
| 5Y | +57.0% | +175.6% | -118.6% | +31.9% |
| All | +53.9% | +203.9% | -150.0% | +29.1% |
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