-10.2%
ADSK vs APA
+107.6%
-117.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -6.9% | +13.9% | +6.8% |
| 7D | +11.4% | -13.0% | +24.4% | +11.0% |
| 30D | +21.9% | +2.0% | +19.9% | +21.5% |
| 3M | +13.9% | +24.9% | -11.0% | +14.0% |
| 6M | +9.1% | +7.2% | +1.9% | +8.7% |
| YTD | -8.8% | +87.1% | -95.8% | -4.6% |
| 1Y | -10.2% | +107.2% | -117.4% | -4.9% |
| All | -10.2% | +107.6% | -117.9% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling