+6.1%
APA vs ACWI
+1.0%
+5.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -5.8% |
| 7D | -15.6% | -4.0% | -11.6% | -18.5% |
| 30D | -0.9% | -5.8% | +4.9% | -6.2% |
| 3M | +26.1% | -5.0% | +31.1% | +20.4% |
| 6M | +6.1% | +0.7% | +5.4% | +14.7% |
| All | +6.1% | +1.0% | +5.1% | +14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling