+1,425.2%
AMAT vs APA
+4.1%
+1,421.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.6% | +2.5% | +5.3% |
| 7D | +7.0% | +5.1% | +1.9% | +6.0% |
| 30D | -20.6% | +0.3% | -20.9% | -20.7% |
| 3M | -24.8% | +15.6% | -40.4% | -27.3% |
| 6M | -10.7% | +28.9% | -39.6% | -16.4% |
| YTD | +54.3% | +96.6% | -42.3% | +29.5% |
| 1Y | +73.7% | +95.5% | -21.8% | +45.6% |
| 3Y | +168.4% | +41.8% | +126.6% | +132.4% |
| 5Y | +167.6% | +85.4% | +82.1% | +111.1% |
| 10Y | +1,425.2% | +4.5% | +1,420.6% | +950.3% |
| All | +1,425.2% | +4.1% | +1,421.1% | +950.3% |
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 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