+107.2%
APA vs AUR
-17.4%
+124.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.4% | -2.4% | -7.1% |
| 7D | -13.0% | -19.8% | +6.9% | -14.1% |
| 30D | +2.0% | -29.0% | +31.0% | 0.0% |
| 3M | +24.9% | -43.6% | +68.5% | +21.1% |
| 6M | +7.2% | -36.6% | +43.8% | +4.9% |
| YTD | +87.1% | +6.3% | +80.8% | +80.7% |
| 1Y | +107.2% | -9.0% | +116.2% | +103.3% |
| All | +107.2% | -17.4% | +124.6% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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