+114.2%
APA vs EIX
+13.6%
+100.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.1% | +3.1% |
| 7D | +0.3% | +4.1% | -3.8% | +0.1% |
| 30D | +9.3% | -15.3% | +24.6% | +9.3% |
| 3M | +23.3% | -18.4% | +41.8% | +23.5% |
| 6M | +39.5% | -16.8% | +56.3% | +37.7% |
| YTD | +87.6% | -0.6% | +88.2% | +64.4% |
| 1Y | +114.2% | +10.7% | +103.6% | +75.2% |
| All | +114.2% | +13.6% | +100.6% | +75.2% |
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