+241.5%
AMD vs APA
+69.9%
+171.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.2% | +13.4% | +13.3% |
| 7D | +8.9% | -8.7% | +17.7% | +10.8% |
| 30D | -16.4% | -2.4% | -14.0% | -16.1% |
| 3M | +5.2% | +19.0% | -13.8% | +1.0% |
| 6M | +11.7% | +26.8% | -15.1% | +4.9% |
| YTD | +137.5% | +87.3% | +50.1% | +95.9% |
| 1Y | +117.8% | +92.3% | +25.5% | +77.8% |
| 3Y | +348.1% | +37.3% | +310.9% | +271.2% |
| 5Y | +241.5% | +73.2% | +168.3% | +142.8% |
| All | +241.5% | +69.9% | +171.7% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling