+8,520.0%
AMD vs APA
+7.0%
+8,513.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.0% | +3.9% | +5.5% |
| 7D | +44.7% | +9.6% | +35.1% | +42.8% |
| 30D | -3.3% | -0.2% | -3.1% | -3.3% |
| 3M | +21.2% | +19.8% | +1.4% | +17.4% |
| 6M | +30.6% | +30.1% | +0.5% | +23.9% |
| YTD | +173.3% | +100.4% | +72.9% | +136.8% |
| 1Y | +126.1% | +105.2% | +20.9% | +94.8% |
| 3Y | +393.5% | +44.6% | +348.9% | +335.4% |
| 5Y | +295.8% | +88.8% | +207.0% | +228.7% |
| All | +8,520.0% | +7.0% | +8,513.1% | +6,648.2% |
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