+236.1%
ALNY vs APA
-2.4%
+238.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | -6.5% | +4.6% | -11.1% | -7.0% |
| 30D | +11.0% | +11.9% | -0.9% | +9.8% |
| 3M | -14.1% | +22.5% | -36.5% | -15.9% |
| 6M | -22.4% | +37.5% | -59.9% | -25.3% |
| YTD | -37.5% | +87.2% | -124.6% | -41.8% |
| 1Y | -46.9% | +101.4% | -148.4% | -51.2% |
| 3Y | +22.1% | +16.9% | +5.2% | +16.3% |
| 5Y | +31.2% | +178.4% | -147.3% | +12.1% |
| All | +236.1% | -2.4% | +238.5% | +216.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling