+158.3%
APA vs EQX
+83.7%
+74.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | +4.6% | -3.2% | +7.8% | +4.9% |
| 30D | +11.9% | +7.8% | +4.1% | +11.1% |
| 3M | +22.5% | +21.3% | +1.1% | +20.0% |
| 6M | +37.5% | -22.4% | +60.0% | +39.6% |
| YTD | +87.2% | -11.3% | +98.5% | +85.5% |
| 1Y | +101.4% | +13.5% | +87.9% | +92.5% |
| 3Y | +16.9% | +162.1% | -145.2% | -4.6% |
| All | +158.3% | +83.7% | +74.6% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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