+4.4%
APA vs DRI
+330.2%
-325.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.4% | +2.2% |
| 7D | +9.6% | -0.3% | +10.0% | +9.8% |
| 30D | -0.2% | +10.8% | -11.1% | -6.7% |
| 3M | +19.8% | +0.9% | +18.9% | +17.7% |
| 6M | +30.1% | +16.3% | +13.7% | +15.8% |
| YTD | +100.4% | +27.8% | +72.6% | +64.9% |
| 1Y | +105.2% | +33.9% | +71.4% | +63.2% |
| 3Y | +44.6% | +67.2% | -22.6% | -4.1% |
| 5Y | +88.8% | +79.0% | +9.8% | +15.7% |
| All | +4.4% | +330.2% | -325.7% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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