+848.7%
APA vs EXPD
+30,859.1%
-30,010.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.4% |
| 7D | +0.5% | -1.1% | +1.7% | +0.8% |
| 30D | +23.4% | +4.1% | +19.3% | +21.9% |
| 3M | +12.7% | +17.9% | -5.2% | +7.2% |
| 6M | +39.4% | +29.2% | +10.2% | +28.7% |
| YTD | +79.0% | +27.4% | +51.6% | +65.4% |
| 1Y | +88.8% | +56.8% | +32.0% | +63.8% |
| 3Y | +6.4% | +68.0% | -61.7% | -9.7% |
| 5Y | +153.0% | +61.9% | +91.1% | +115.6% |
| 10Y | +7.5% | +316.0% | -308.5% | -26.3% |
| All | +848.7% | +30,859.1% | -30,010.3% | +303.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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