-49.5%
APA vs ACWI
+356.8%
-406.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.1% |
| 7D | +0.5% | +0.5% | 0.0% | -0.2% |
| 30D | +23.4% | +0.9% | +22.5% | +21.7% |
| 3M | +12.7% | +2.4% | +10.3% | +7.5% |
| 6M | +39.4% | +12.4% | +27.0% | +13.4% |
| YTD | +79.0% | +15.2% | +63.8% | +40.2% |
| 1Y | +88.8% | +22.7% | +66.1% | +34.8% |
| 3Y | +6.4% | +75.8% | -69.4% | -54.0% |
| 5Y | +153.0% | +67.7% | +85.3% | +19.4% |
| 10Y | +7.5% | +229.0% | -221.5% | -75.3% |
| All | -49.5% | +356.8% | -406.3% | -92.7% |
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 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