-48.4%
APA vs ACWI
+330.1%
-378.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | +2.9% |
| 7D | -15.6% | -4.0% | -11.6% | -11.2% |
| 30D | -0.9% | -5.8% | +4.9% | +6.8% |
| 3M | +26.1% | -5.0% | +31.1% | +33.7% |
| 6M | +6.1% | +0.7% | +5.4% | +1.8% |
| YTD | +82.8% | +8.4% | +74.4% | +54.0% |
| 1Y | +106.5% | +10.1% | +96.4% | +69.6% |
| 3Y | +21.9% | +70.8% | -48.9% | -45.5% |
| 5Y | +69.7% | +55.4% | +14.3% | -12.4% |
| 10Y | 0.0% | +223.3% | -223.3% | -76.6% |
| All | -48.4% | +330.1% | -378.5% | -92.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling