+356.1%
ALL vs APA
-0.7%
+356.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.6% |
| 7D | -1.7% | -1.7% | 0.0% | -1.5% |
| 30D | -4.7% | +15.7% | -20.4% | -6.5% |
| 3M | +18.4% | +16.5% | +1.9% | +15.8% |
| 6M | +20.5% | +35.1% | -14.6% | +15.3% |
| YTD | +23.5% | +82.2% | -58.7% | +13.4% |
| 1Y | +29.0% | +102.5% | -73.5% | +16.3% |
| 3Y | +153.7% | +10.3% | +143.4% | +142.1% |
| 5Y | +114.8% | +166.1% | -51.3% | +76.9% |
| 10Y | +356.1% | -4.9% | +361.0% | +258.5% |
| All | +356.1% | -0.7% | +356.8% | +258.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling