+42.1%
RKT vs APA
+9.3%
+32.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.7% |
| 7D | +6.0% | -1.7% | +7.7% | +5.9% |
| 30D | +0.7% | +15.7% | -15.1% | +1.6% |
| 3M | +11.8% | +16.5% | -4.6% | +13.6% |
| 6M | -7.6% | +35.1% | -42.7% | -7.5% |
| YTD | -28.7% | +82.2% | -110.9% | -30.3% |
| 1Y | -32.6% | +102.5% | -135.0% | -34.8% |
| 3Y | +42.1% | +10.3% | +31.8% | +53.8% |
| All | +42.1% | +9.3% | +32.8% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling