+88.8%
APA vs ETR
+23.8%
+65.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | +0.5% | +1.4% | -0.9% | +0.4% |
| 30D | +23.4% | +1.0% | +22.4% | +23.3% |
| 3M | +12.7% | -1.3% | +13.9% | +12.9% |
| 6M | +39.4% | +1.9% | +37.5% | +38.9% |
| YTD | +79.0% | +18.2% | +60.8% | +67.5% |
| 1Y | +88.8% | +24.7% | +64.2% | +75.6% |
| All | +88.8% | +23.8% | +65.0% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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