+6.9%
AMZN vs APA
+95.1%
-88.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.6% | -5.3% | -1.2% |
| 7D | +0.1% | +5.1% | -5.0% | +0.9% |
| 30D | +2.6% | +0.3% | +2.3% | +2.7% |
| 3M | -2.2% | +15.6% | -17.9% | 0.0% |
| 6M | -1.0% | +28.9% | -30.0% | +3.2% |
| YTD | +15.3% | +96.6% | -81.2% | +22.0% |
| 1Y | +6.9% | +95.5% | -88.7% | +13.0% |
| All | +6.9% | +95.1% | -88.3% | +13.0% |
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