+122,851.5%
AAPL vs APA
+815.8%
+122,035.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -2.0% |
| 7D | +0.1% | +0.5% | -0.5% | 0.0% |
| 30D | +3.0% | +23.4% | -20.4% | -0.6% |
| 3M | +2.9% | +12.7% | -9.8% | +0.5% |
| 6M | +22.1% | +39.4% | -17.3% | +14.2% |
| YTD | +18.0% | +79.0% | -60.9% | +5.6% |
| 1Y | +33.9% | +88.8% | -54.9% | +18.1% |
| 3Y | +71.2% | +6.4% | +64.8% | +61.4% |
| 5Y | +112.6% | +153.0% | -40.4% | +68.0% |
| 10Y | +1,198.8% | +7.5% | +1,191.2% | +882.3% |
| All | +122,851.5% | +815.8% | +122,035.7% | +74,136.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling