+146.2%
AAPL vs APA
+88.6%
+57.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.5% | +1.5% |
| 7D | +1.8% | +5.1% | -3.3% | +1.1% |
| 30D | +4.3% | +0.3% | +4.0% | +4.1% |
| 3M | +16.6% | +15.6% | +1.0% | +13.8% |
| 6M | +21.6% | +28.9% | -7.3% | +16.2% |
| YTD | +31.2% | +96.6% | -65.4% | +14.8% |
| 1Y | +29.6% | +95.5% | -66.0% | +13.3% |
| 3Y | +93.1% | +41.8% | +51.3% | +68.6% |
| 5Y | +146.2% | +85.4% | +60.8% | +102.1% |
| All | +146.2% | +88.6% | +57.7% | +102.1% |
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