+8,077.9%
AMD vs APA
+0.4%
+8,077.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.1% | +13.6% | +14.6% |
| 7D | +6.5% | -5.5% | +12.0% | +7.5% |
| 30D | -15.3% | -1.2% | -14.1% | -15.2% |
| 3M | +9.7% | +10.6% | -0.8% | +7.6% |
| 6M | +13.2% | +28.4% | -15.2% | +7.6% |
| YTD | +140.6% | +89.7% | +50.8% | +110.2% |
| 1Y | +111.2% | +90.6% | +20.6% | +84.0% |
| 3Y | +334.4% | +36.9% | +297.5% | +286.5% |
| 5Y | +268.3% | +83.2% | +185.1% | +207.6% |
| 10Y | +8,077.9% | -0.1% | +8,078.0% | +6,367.5% |
| All | +8,077.9% | +0.4% | +8,077.6% | +6,367.5% |
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