+27.2%
APA vs DAR
+11.9%
+15.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.7% | +3.1% |
| 7D | -15.5% | -9.9% | -5.6% | -11.1% |
| 30D | +2.4% | -16.4% | +18.8% | +11.4% |
| 3M | +22.8% | -17.1% | +39.8% | +33.9% |
| 6M | +17.9% | -20.5% | +38.4% | +30.9% |
| YTD | +87.7% | +39.4% | +48.3% | +61.9% |
| 1Y | +94.2% | +57.2% | +37.0% | +58.3% |
| 3Y | +27.2% | +13.9% | +13.4% | +9.1% |
| All | +27.2% | +11.9% | +15.4% | +9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling