+188.9%
AMAT vs APA
+94.6%
+94.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.2% | +7.5% | +3.7% |
| 7D | -1.5% | +0.5% | -2.0% | -1.4% |
| 30D | -14.8% | +23.4% | -38.2% | -11.3% |
| 3M | -9.3% | +12.7% | -22.0% | -6.5% |
| 6M | +27.4% | +39.4% | -12.0% | +32.0% |
| YTD | +77.6% | +79.0% | -1.4% | +85.3% |
| 1Y | +188.9% | +88.8% | +100.1% | +202.7% |
| All | +188.9% | +94.6% | +94.3% | +202.7% |
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