-0.9%
APA vs COO
+40.7%
-41.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -1.2% |
| 7D | -8.7% | +4.3% | -13.0% | -10.6% |
| 30D | -2.4% | +17.6% | -20.0% | -9.3% |
| 3M | +19.0% | -13.9% | +32.9% | +25.1% |
| 6M | +26.8% | +6.6% | +20.3% | +19.5% |
| YTD | +87.3% | -22.0% | +109.3% | +102.8% |
| 1Y | +92.3% | -8.8% | +101.1% | +92.3% |
| 3Y | +37.3% | -21.5% | +58.7% | +40.5% |
| 5Y | +73.2% | -41.0% | +114.2% | +102.7% |
| 10Y | -0.9% | +40.9% | -41.8% | -2.9% |
| All | -0.9% | +40.7% | -41.6% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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