+98.8%
APA vs D
+18.4%
+80.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | +0.5% | +1.5% | -0.9% | +0.5% |
| 30D | +23.4% | -2.6% | +26.0% | +23.6% |
| 3M | +12.7% | 0.0% | +12.7% | +12.8% |
| 6M | +39.4% | +7.4% | +32.1% | +38.0% |
| YTD | +79.0% | +15.9% | +63.1% | +73.8% |
| All | +98.8% | +18.4% | +80.4% | +100.4% |
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