-4.9%
APA vs ALB
+78.9%
-83.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.8% |
| 7D | -1.7% | -4.4% | +2.7% | +0.1% |
| 30D | +15.7% | -1.2% | +16.9% | +15.9% |
| 3M | +16.5% | -13.3% | +29.8% | +21.6% |
| 6M | +35.1% | -19.8% | +54.9% | +42.0% |
| YTD | +82.2% | -7.9% | +90.1% | +76.2% |
| 1Y | +102.5% | +60.2% | +42.3% | +48.3% |
| 3Y | +10.3% | -26.4% | +36.7% | +1.7% |
| 5Y | +166.1% | -42.5% | +208.7% | +152.9% |
| 10Y | -4.9% | +83.0% | -87.9% | -60.4% |
| All | -4.9% | +78.9% | -83.8% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling