+95.5%
APA vs D
+16.5%
+79.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +3.6% |
| 7D | +5.1% | -2.4% | +7.5% | +5.0% |
| 30D | +0.3% | +9.0% | -8.7% | -0.2% |
| 3M | +15.6% | +1.0% | +14.7% | +15.6% |
| 6M | +28.9% | +11.0% | +17.9% | +27.0% |
| YTD | +96.6% | +19.8% | +76.8% | +86.8% |
| 1Y | +95.5% | +16.0% | +79.6% | +85.6% |
| All | +95.5% | +16.5% | +79.1% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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