-20.0%
RKT vs APA
+230.8%
-250.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -4.9% |
| 7D | +4.6% | -5.5% | +10.2% | +4.9% |
| 30D | +25.9% | -1.2% | +27.0% | +25.7% |
| 3M | +5.0% | +10.6% | -5.5% | +4.2% |
| 6M | -7.9% | +28.4% | -36.3% | -9.9% |
| YTD | -25.4% | +89.7% | -115.1% | -30.7% |
| 1Y | -15.4% | +90.6% | -106.0% | -21.5% |
| 3Y | +83.3% | +36.9% | +46.4% | +74.0% |
| 5Y | -0.8% | +83.2% | -84.0% | -8.3% |
| All | -20.0% | +230.8% | -250.9% | -30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling