-3.7%
APA vs AU
+699.0%
-702.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +4.6% | -4.3% | +8.8% | +4.9% |
| 30D | +11.9% | +7.3% | +4.6% | +11.3% |
| 3M | +22.5% | +26.3% | -3.9% | +20.2% |
| 6M | +37.5% | +1.8% | +35.8% | +36.1% |
| YTD | +87.2% | +26.8% | +60.3% | +80.5% |
| 1Y | +101.4% | +66.7% | +34.7% | +88.2% |
| 3Y | +16.9% | +579.1% | -562.2% | -7.3% |
| 5Y | +178.4% | +689.3% | -510.9% | +116.4% |
| All | -3.7% | +699.0% | -702.7% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling