+59.9%
RIG vs APA
+177.1%
-117.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.8% | -3.2% |
| 7D | -8.2% | +0.3% | -8.5% | -8.5% |
| 30D | -0.2% | +9.3% | -9.5% | -7.3% |
| 3M | -2.7% | +23.3% | -26.1% | -18.6% |
| 6M | -7.5% | +39.5% | -46.9% | -31.6% |
| YTD | +38.3% | +87.6% | -49.4% | -21.0% |
| 1Y | +81.8% | +114.2% | -32.4% | -8.2% |
| 3Y | -30.2% | +13.6% | -43.8% | -41.1% |
| 5Y | +59.9% | +175.6% | -115.6% | -32.5% |
| All | +59.9% | +177.1% | -117.1% | -32.5% |
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