+5.8%
APA vs ACWI
+76.1%
-70.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +0.5% | +0.5% | 0.0% | +0.2% |
| 30D | +23.4% | +0.9% | +22.5% | +22.5% |
| 3M | +12.7% | +2.4% | +10.3% | +10.2% |
| 6M | +39.4% | +12.4% | +27.0% | +23.7% |
| YTD | +79.0% | +15.2% | +63.8% | +53.3% |
| 1Y | +88.8% | +22.7% | +66.1% | +48.2% |
| All | +5.8% | +76.1% | -70.3% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling