+2.5%
RKT vs APA
+69.9%
-67.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +0.9% |
| 7D | +10.3% | -8.7% | +19.1% | +10.8% |
| 30D | +32.3% | -2.4% | +34.7% | +32.2% |
| 3M | +10.7% | +19.0% | -8.3% | +9.0% |
| 6M | -3.2% | +26.8% | -30.0% | -5.8% |
| YTD | -21.5% | +87.3% | -108.9% | -29.0% |
| 1Y | -6.0% | +92.3% | -98.3% | -15.4% |
| 3Y | +104.2% | +37.3% | +67.0% | +92.6% |
| 5Y | +2.5% | +73.2% | -70.7% | -13.8% |
| All | +2.5% | +69.9% | -67.4% | -13.8% |
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 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