-20.1%
RKT vs APA
+107.6%
-127.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | +0.7% |
| 7D | -9.0% | +8.5% | -17.5% | -5.7% |
| 30D | +30.2% | +2.8% | +27.4% | +32.5% |
| 3M | -8.8% | +21.7% | -30.6% | +0.1% |
| 6M | -0.9% | +32.6% | -33.6% | +16.0% |
| YTD | -29.2% | +103.7% | -132.9% | -18.5% |
| 1Y | -20.1% | +101.8% | -121.9% | -7.8% |
| All | -20.1% | +107.6% | -127.7% | -7.8% |
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