+331.1%
AMD vs APA
+5.6%
+325.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.2% | +7.9% | +5.0% |
| 7D | +2.6% | +0.5% | +2.0% | +2.5% |
| 30D | -0.9% | +23.4% | -24.3% | -3.6% |
| 3M | -8.7% | +12.7% | -21.4% | -10.2% |
| 6M | +136.3% | +39.4% | +96.9% | +117.5% |
| YTD | +123.0% | +79.0% | +44.0% | +92.2% |
| 1Y | +195.2% | +88.8% | +106.3% | +148.8% |
| All | +331.1% | +5.6% | +325.5% | +226.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling