+263,909.3%
AMZN vs APA
+331.0%
+263,578.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.4% |
| 7D | -3.0% | +0.5% | -3.5% | -3.1% |
| 30D | -5.2% | +23.4% | -28.6% | -8.5% |
| 3M | +1.9% | +12.7% | -10.8% | -0.6% |
| 6M | +19.2% | +39.4% | -20.2% | +11.4% |
| YTD | +12.0% | +79.0% | -67.0% | 0.0% |
| 1Y | +9.7% | +88.8% | -79.1% | -3.6% |
| 3Y | +87.2% | +6.4% | +80.8% | +76.2% |
| 5Y | +48.7% | +153.0% | -104.3% | +17.3% |
| 10Y | +569.3% | +7.5% | +561.8% | +412.8% |
| All | +263,909.3% | +331.0% | +263,578.3% | +176,789.2% |
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