+11,477.5%
AMD vs APA
+815.8%
+10,661.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.2% | +7.9% | +5.4% |
| 7D | +2.6% | +0.5% | +2.0% | +2.4% |
| 30D | -0.9% | +23.4% | -24.3% | -6.2% |
| 3M | -8.7% | +12.7% | -21.4% | -12.2% |
| 6M | +136.3% | +39.4% | +96.9% | +112.0% |
| YTD | +123.0% | +79.0% | +44.0% | +87.0% |
| 1Y | +195.2% | +88.8% | +106.3% | +142.0% |
| 3Y | +336.3% | +6.4% | +330.0% | +296.7% |
| 5Y | +334.5% | +153.0% | +181.5% | +206.1% |
| 10Y | +6,259.1% | +7.5% | +6,251.6% | +4,120.6% |
| All | +11,477.5% | +815.8% | +10,661.7% | +6,033.6% |
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