+109.8%
AAPL vs APA
+177.1%
-67.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.2% | -0.7% |
| 7D | -3.0% | +0.3% | -3.3% | -3.0% |
| 30D | +2.3% | +9.3% | -7.0% | +0.9% |
| 3M | +8.6% | +23.3% | -14.7% | +4.9% |
| 6M | +21.6% | +39.5% | -17.9% | +13.9% |
| YTD | +16.3% | +87.6% | -71.3% | +3.0% |
| 1Y | +35.1% | +114.2% | -79.2% | +15.8% |
| 3Y | +79.4% | +13.6% | +65.8% | +63.0% |
| 5Y | +109.8% | +175.6% | -65.8% | +60.5% |
| All | +109.8% | +177.1% | -67.2% | +60.5% |
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 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