+5.9%
AMZN vs APA
+107.8%
-101.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.7% | -1.5% |
| 7D | -1.0% | +0.3% | -1.3% | -1.0% |
| 30D | -9.2% | +9.3% | -18.6% | -8.3% |
| 3M | +3.4% | +23.3% | -20.0% | +6.1% |
| 6M | +18.2% | +39.5% | -21.3% | +21.4% |
| YTD | +9.3% | +87.6% | -78.3% | +13.2% |
| 1Y | +5.9% | +114.2% | -108.3% | +11.1% |
| All | +5.9% | +107.8% | -101.9% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling