+88.2%
APA vs AR
+6.0%
+82.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.7% |
| 7D | -8.7% | -10.5% | +1.8% | -0.9% |
| 30D | -2.4% | +1.3% | -3.7% | -3.1% |
| 3M | +19.0% | +4.8% | +14.2% | +14.9% |
| 6M | +26.8% | +1.2% | +25.6% | +25.8% |
| YTD | +87.3% | +5.5% | +81.8% | +87.0% |
| All | +88.2% | +6.0% | +82.2% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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