+48.5%
AMZN vs APA
+173.2%
-124.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | -0.7% | +4.6% | -5.3% | -1.3% |
| 30D | -3.9% | +11.9% | -15.8% | -5.6% |
| 3M | +6.3% | +22.5% | -16.1% | +2.8% |
| 6M | +20.8% | +37.5% | -16.8% | +13.2% |
| YTD | +11.2% | +87.2% | -75.9% | -1.9% |
| 1Y | +11.7% | +101.4% | -89.8% | -3.5% |
| 3Y | +79.4% | +16.9% | +62.5% | +63.8% |
| All | +48.5% | +173.2% | -124.6% | +15.4% |
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