+88.8%
APA vs APD
+6.0%
+82.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.9% |
| 7D | +0.5% | -2.2% | +2.8% | +1.1% |
| 30D | +23.4% | +2.1% | +21.3% | +22.7% |
| 3M | +12.7% | +7.2% | +5.5% | +10.2% |
| 6M | +39.4% | +11.2% | +28.2% | +34.3% |
| YTD | +79.0% | +24.4% | +54.6% | +62.9% |
| 1Y | +88.8% | +6.7% | +82.2% | +59.5% |
| All | +88.8% | +6.0% | +82.8% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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