+69.8%
APA vs EAT
+361.6%
-291.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.5% | +3.0% |
| 7D | -15.5% | -2.6% | -12.9% | -15.3% |
| 30D | +2.4% | +11.5% | -9.1% | +0.6% |
| 3M | +22.8% | -9.1% | +31.9% | +23.5% |
| 6M | +17.9% | +40.4% | -22.5% | +10.5% |
| YTD | +87.7% | +43.9% | +43.7% | +72.8% |
| 1Y | +94.2% | +101.9% | -7.8% | +66.0% |
| 3Y | +27.2% | +489.9% | -462.7% | -14.2% |
| All | +69.8% | +361.6% | -291.8% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling