+85.4%
APA vs ACWI
+61.3%
+24.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +2.5% |
| 7D | +5.1% | -0.7% | +5.7% | +5.6% |
| 30D | +0.3% | -2.0% | +2.3% | +1.9% |
| 3M | +15.6% | -2.2% | +17.8% | +17.3% |
| 6M | +28.9% | +1.9% | +27.0% | +23.8% |
| YTD | +96.6% | +12.0% | +84.6% | +65.3% |
| 1Y | +95.5% | +12.5% | +83.0% | +63.0% |
| 3Y | +41.8% | +75.4% | -33.6% | -33.0% |
| 5Y | +85.4% | +61.5% | +23.9% | +5.9% |
| All | +85.4% | +61.3% | +24.1% | +5.9% |
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