+177.2%
APA vs AU
+673.1%
-495.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.3% |
| 7D | +0.8% | -7.0% | +7.8% | +1.4% |
| 30D | +9.6% | +7.3% | +2.3% | +8.8% |
| 3M | +18.0% | +33.2% | -15.2% | +14.4% |
| 6M | +41.9% | -0.6% | +42.5% | +40.6% |
| YTD | +86.3% | +26.2% | +60.2% | +76.1% |
| 1Y | +97.9% | +68.3% | +29.6% | +76.6% |
| 3Y | +12.8% | +592.1% | -579.3% | -28.4% |
| 5Y | +177.2% | +685.3% | -508.0% | +73.3% |
| All | +177.2% | +673.1% | -495.9% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling