+1,315.3%
AMAT vs APA
+0.9%
+1,314.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.2% | +11.6% | +11.4% |
| 7D | -1.1% | -8.7% | +7.7% | +0.8% |
| 30D | -26.9% | -2.4% | -24.5% | -26.7% |
| 3M | -31.2% | +19.0% | -50.2% | -34.0% |
| 6M | -14.7% | +26.8% | -41.5% | -19.9% |
| YTD | +44.7% | +87.3% | -42.6% | +22.6% |
| 1Y | +62.0% | +92.3% | -30.3% | +36.1% |
| 3Y | +165.0% | +37.3% | +127.7% | +130.8% |
| 5Y | +147.1% | +73.2% | +73.9% | +97.7% |
| 10Y | +1,315.3% | -0.9% | +1,316.1% | +882.2% |
| All | +1,315.3% | +0.9% | +1,314.4% | +882.2% |
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