-19.7%
APA vs ETSY
+146.8%
-166.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.7% | +3.5% | -2.1% |
| 7D | +0.5% | -8.5% | +9.0% | +2.0% |
| 30D | +23.4% | -10.9% | +34.3% | +25.5% |
| 3M | +12.7% | +14.1% | -1.4% | +9.5% |
| 6M | +39.4% | +37.5% | +1.9% | +30.3% |
| YTD | +79.0% | +38.0% | +40.9% | +66.1% |
| 1Y | +88.8% | +46.5% | +42.3% | +71.0% |
| 3Y | +6.4% | +2.5% | +3.8% | -0.2% |
| 5Y | +153.0% | -65.3% | +218.3% | +171.4% |
| 10Y | +7.5% | +451.6% | -444.1% | -35.1% |
| All | -19.7% | +146.8% | -166.5% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 all: compounded portfolio wealth divided by compounded ETSY 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…
all analysis · Full analysis span regression · 6 months rolling