+1,162.1%
AMAT vs APA
0.0%
+1,162.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +3.7% |
| 7D | -14.7% | -15.5% | +0.8% | -11.8% |
| 30D | -36.1% | +2.4% | -38.5% | -36.5% |
| 3M | -36.9% | +22.8% | -59.6% | -39.8% |
| 6M | -22.2% | +17.9% | -40.1% | -25.8% |
| YTD | +29.9% | +87.7% | -57.8% | +10.1% |
| 1Y | +43.3% | +94.2% | -50.9% | +20.1% |
| 3Y | +142.7% | +27.2% | +115.5% | +114.9% |
| 5Y | +126.2% | +74.1% | +52.1% | +80.8% |
| All | +1,162.1% | 0.0% | +1,162.1% | +771.0% |
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