+154.8%
APA vs DECK
+25.5%
+129.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.7% | -3.5% |
| 7D | +0.5% | -2.2% | +2.8% | +0.9% |
| 30D | +23.4% | -13.6% | +37.0% | +26.6% |
| 3M | +12.7% | -21.2% | +33.9% | +17.2% |
| 6M | +39.4% | -21.1% | +60.5% | +43.6% |
| YTD | +79.0% | -17.2% | +96.2% | +81.1% |
| 1Y | +88.8% | -30.7% | +119.6% | +98.6% |
| 3Y | +6.4% | -3.4% | +9.7% | -4.6% |
| All | +154.8% | +25.5% | +129.2% | +99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling