+27.2%
APA vs COO
-25.3%
+52.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.5% | +2.9% |
| 7D | -15.5% | +4.7% | -20.2% | -16.2% |
| 30D | +2.4% | +13.9% | -11.5% | 0.0% |
| 3M | +22.8% | -14.9% | +37.7% | +26.4% |
| 6M | +17.9% | +2.0% | +15.9% | +15.8% |
| YTD | +87.7% | -23.9% | +111.6% | +100.1% |
| 1Y | +94.2% | -9.6% | +103.8% | +95.6% |
| 3Y | +27.2% | -25.4% | +52.6% | +26.9% |
| All | +27.2% | -25.3% | +52.6% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling