+69.8%
APA vs ACWI
+54.8%
+15.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | -15.5% | -2.4% | -13.2% | -13.7% |
| 30D | +2.4% | -5.2% | +7.6% | +7.5% |
| 3M | +22.8% | -4.8% | +27.6% | +27.9% |
| 6M | +17.9% | -1.3% | +19.3% | +16.9% |
| YTD | +87.7% | +8.4% | +79.3% | +62.9% |
| 1Y | +94.2% | +11.0% | +83.2% | +63.0% |
| 3Y | +27.2% | +70.6% | -43.3% | -38.4% |
| All | +69.8% | +54.8% | +15.0% | +2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling