+88.2%
APA vs ALLE
+15.5%
+72.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -2.9% | +0.3% |
| 7D | -8.7% | -0.6% | -8.1% | -8.8% |
| 30D | -2.4% | +26.6% | -29.0% | +1.5% |
| 3M | +19.0% | +13.2% | +5.8% | +21.2% |
| 6M | +26.8% | +42.9% | -16.1% | +34.6% |
| YTD | +87.3% | +21.0% | +66.3% | +107.8% |
| All | +88.2% | +15.5% | +72.7% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling