+4.4%
APA vs DAR
+307.1%
-302.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +0.6% |
| 7D | +9.6% | +9.2% | +0.4% | +3.7% |
| 30D | -0.2% | -12.3% | +12.0% | +7.9% |
| 3M | +19.8% | -12.7% | +32.6% | +29.5% |
| 6M | +30.1% | -12.8% | +42.8% | +40.1% |
| YTD | +100.4% | +53.8% | +46.6% | +52.1% |
| 1Y | +105.2% | +60.3% | +44.9% | +51.1% |
| 3Y | +44.6% | +31.7% | +12.9% | +10.5% |
| 5Y | +88.8% | -27.7% | +116.6% | +107.0% |
| All | +4.4% | +307.1% | -302.6% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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