+340.6%
APA vs DGX
+8,796.3%
-8,455.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | +15.7% | -1.2% | +16.9% | +16.1% |
| 3M | +16.5% | +19.9% | -3.4% | +10.4% |
| 6M | +35.1% | +19.2% | +15.9% | +28.0% |
| YTD | +82.2% | +37.5% | +44.7% | +65.5% |
| 1Y | +102.5% | +31.3% | +71.2% | +85.7% |
| 3Y | +10.3% | +96.6% | -86.3% | -10.6% |
| 5Y | +166.1% | +64.3% | +101.9% | +124.1% |
| 10Y | -4.9% | +241.1% | -246.0% | -34.9% |
| All | +340.6% | +8,796.3% | -8,455.7% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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