+61.4%
AMAT vs APA
+107.6%
-46.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.9% | +3.6% | -4.9% |
| 7D | -11.2% | -13.0% | +1.8% | -14.0% |
| 30D | -31.9% | +2.0% | -33.9% | -31.1% |
| 3M | -32.3% | +24.9% | -57.3% | -27.4% |
| 6M | -5.4% | +7.2% | -12.6% | -1.7% |
| YTD | +44.3% | +87.1% | -42.8% | +67.6% |
| 1Y | +61.4% | +107.2% | -45.8% | +95.3% |
| All | +61.4% | +107.6% | -46.3% | +95.3% |
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 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