-2.6%
APA vs EAT
+370.1%
-372.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.2% | +4.1% |
| 7D | +0.3% | -6.8% | +7.1% | +2.8% |
| 30D | +9.3% | -5.4% | +14.7% | +10.7% |
| 3M | +23.3% | +42.8% | -19.4% | +6.1% |
| 6M | +39.5% | +56.5% | -17.0% | +12.4% |
| YTD | +87.6% | +50.0% | +37.6% | +52.5% |
| 1Y | +114.2% | +38.3% | +76.0% | +75.9% |
| 3Y | +13.6% | +591.6% | -578.1% | -57.0% |
| 5Y | +175.6% | +312.6% | -137.0% | +18.5% |
| 10Y | -2.6% | +381.4% | -384.1% | -69.5% |
| All | -2.6% | +370.1% | -372.7% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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