+36.9%
APA vs ALLE
+92.8%
-55.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | -5.5% | +0.1% | -5.6% | -5.6% |
| 30D | -1.2% | +25.9% | -27.1% | -6.4% |
| 3M | +10.6% | +14.9% | -4.3% | +6.9% |
| 6M | +28.4% | +42.1% | -13.7% | +15.8% |
| YTD | +89.7% | +20.4% | +69.4% | +83.0% |
| 1Y | +90.6% | +14.9% | +75.7% | +87.9% |
| 3Y | +36.9% | +90.1% | -53.2% | -3.3% |
| All | +36.9% | +92.8% | -55.9% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling