-10.4%
RKT vs APA
+107.6%
-118.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -6.9% | +15.6% | +5.8% |
| 7D | +29.7% | -13.0% | +42.7% | +23.1% |
| 30D | +28.5% | +2.0% | +26.5% | +30.0% |
| 3M | +6.4% | +24.9% | -18.5% | +18.3% |
| 6M | +7.1% | +7.2% | 0.0% | +17.1% |
| YTD | -22.5% | +87.1% | -109.6% | -11.4% |
| 1Y | -10.4% | +107.2% | -117.6% | +3.5% |
| All | -10.4% | +107.6% | -118.1% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling