+114.2%
APA vs DRI
+3.0%
+111.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.6% | +4.6% | +2.7% |
| 7D | +0.3% | -4.8% | +5.1% | -0.4% |
| 30D | +9.3% | -3.9% | +13.2% | +8.8% |
| 3M | +23.3% | +5.1% | +18.3% | +24.8% |
| 6M | +39.5% | +5.5% | +34.0% | +42.2% |
| YTD | +87.6% | +16.5% | +71.1% | +90.4% |
| 1Y | +114.2% | +2.0% | +112.2% | +123.8% |
| All | +114.2% | +3.0% | +111.2% | +123.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling