+30.6%
ALNY vs APA
+169.7%
-139.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | -6.4% | +0.8% | -7.2% | -6.5% |
| 30D | +11.9% | +9.6% | +2.3% | +11.0% |
| 3M | -15.0% | +18.0% | -33.0% | -16.4% |
| 6M | -23.2% | +41.9% | -65.1% | -26.3% |
| YTD | -37.8% | +86.3% | -124.1% | -42.1% |
| 1Y | -47.3% | +97.9% | -145.1% | -51.4% |
| 3Y | +22.9% | +12.8% | +10.1% | +16.4% |
| 5Y | +30.6% | +177.2% | -146.6% | +8.3% |
| All | +30.6% | +169.7% | -139.1% | +8.3% |
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