+88.8%
APA vs EIX
+7.5%
+81.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.2% |
| 7D | +0.5% | -19.1% | +19.6% | +0.9% |
| 30D | +23.4% | -16.9% | +40.3% | +23.5% |
| 3M | +12.7% | -20.0% | +32.7% | +12.9% |
| 6M | +39.4% | -21.3% | +60.7% | +39.9% |
| YTD | +79.0% | -1.7% | +80.7% | +58.0% |
| 1Y | +88.8% | +9.6% | +79.3% | +56.4% |
| All | +88.8% | +7.5% | +81.3% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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