+79.9%
AAPL vs APA
+9.3%
+70.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.4% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | +1.0% | +15.7% | -14.7% | -0.8% |
| 3M | +5.0% | +16.5% | -11.5% | +2.8% |
| 6M | +23.0% | +35.1% | -12.1% | +16.5% |
| YTD | +16.6% | +82.2% | -65.6% | +4.2% |
| 1Y | +33.4% | +102.5% | -69.0% | +15.8% |
| 3Y | +79.9% | +10.3% | +69.6% | +43.9% |
| All | +79.9% | +9.3% | +70.5% | +43.9% |
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