+107.2%
APA vs AS
+3.3%
+103.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.1% | -12.0% | -4.8% |
| 7D | -13.0% | +13.8% | -26.7% | -8.1% |
| 30D | +2.0% | +16.7% | -14.7% | +8.8% |
| 3M | +24.9% | -11.5% | +36.4% | +21.0% |
| 6M | +7.2% | -5.5% | +12.7% | +7.8% |
| YTD | +87.1% | -14.2% | +101.3% | +90.2% |
| 1Y | +107.2% | +2.1% | +105.1% | +127.8% |
| All | +107.2% | +3.3% | +103.8% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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