+58.8%
XRT vs APA
+45.9%
+12.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | +1.7% | +8.5% | -6.8% | +0.9% |
| 30D | +7.5% | +2.8% | +4.7% | +6.9% |
| 3M | +2.2% | +21.7% | -19.5% | -0.6% |
| 6M | +14.7% | +32.6% | -18.0% | +9.8% |
| YTD | +7.5% | +103.7% | -96.2% | -6.6% |
| 1Y | +14.1% | +101.8% | -87.7% | -0.8% |
| 3Y | +58.8% | +48.1% | +10.7% | +43.7% |
| All | +58.8% | +45.9% | +12.8% | +43.7% |
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