+137,736.4%
AMAT vs APA
+815.8%
+136,920.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.2% | +7.5% | +5.0% |
| 7D | -1.5% | +0.5% | -2.0% | -1.7% |
| 30D | -14.8% | +23.4% | -38.2% | -19.1% |
| 3M | -9.3% | +12.7% | -22.0% | -12.5% |
| 6M | +27.4% | +39.4% | -12.0% | +15.3% |
| YTD | +77.6% | +79.0% | -1.4% | +50.7% |
| 1Y | +188.9% | +88.8% | +100.1% | +140.1% |
| 3Y | +202.3% | +6.4% | +195.9% | +177.4% |
| 5Y | +248.9% | +153.0% | +95.9% | +151.6% |
| 10Y | +1,585.2% | +7.5% | +1,577.7% | +1,075.6% |
| All | +137,736.4% | +815.8% | +136,920.6% | +63,453.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling