+942.0%
APA vs D
+2,429.9%
-1,487.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +3.8% |
| 7D | +5.1% | -2.4% | +7.5% | +6.3% |
| 30D | +0.3% | +9.0% | -8.7% | -4.2% |
| 3M | +15.6% | +1.0% | +14.7% | +14.5% |
| 6M | +28.9% | +11.0% | +17.9% | +21.2% |
| YTD | +96.6% | +19.8% | +76.8% | +77.4% |
| 1Y | +95.5% | +16.0% | +79.6% | +78.9% |
| 3Y | +41.8% | +74.4% | -32.5% | +3.2% |
| 5Y | +85.4% | +13.5% | +71.9% | +64.7% |
| 10Y | +4.5% | +48.4% | -43.8% | -23.6% |
| All | +942.0% | +2,429.9% | -1,487.9% | +218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling