+207.1%
RSP vs APA
-3.2%
+210.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | 0.0% |
| 7D | -0.8% | +0.5% | -1.3% | -0.9% |
| 30D | -0.3% | +23.4% | -23.7% | -3.9% |
| 3M | +4.3% | +12.7% | -8.4% | +1.8% |
| 6M | +8.8% | +39.4% | -30.6% | +1.7% |
| YTD | +15.3% | +79.0% | -63.7% | +2.9% |
| 1Y | +18.3% | +88.8% | -70.5% | +4.0% |
| 3Y | +52.8% | +6.4% | +46.4% | +44.0% |
| 5Y | +51.7% | +153.0% | -101.3% | +18.9% |
| All | +207.1% | -3.2% | +210.3% | +125.5% |
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 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