-4.9%
APA vs COO
+43.7%
-48.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.6% | +3.0% |
| 7D | -1.7% | -2.3% | +0.6% | -0.7% |
| 30D | +15.7% | -8.8% | +24.5% | +20.5% |
| 3M | +16.5% | +1.3% | +15.1% | +14.8% |
| 6M | +35.1% | -11.6% | +46.7% | +40.4% |
| YTD | +82.2% | -17.4% | +99.6% | +95.4% |
| 1Y | +102.5% | -1.6% | +104.1% | +97.9% |
| 3Y | +10.3% | -22.6% | +32.9% | +16.2% |
| 5Y | +166.1% | -40.3% | +206.5% | +216.7% |
| 10Y | -4.9% | +45.2% | -50.1% | -7.5% |
| All | -4.9% | +43.7% | -48.6% | -7.5% |
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