+107.2%
APA vs FE
+6.1%
+101.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.8% | -6.9% |
| 7D | -13.0% | +1.7% | -14.6% | -12.8% |
| 30D | +2.0% | +8.1% | -6.1% | +2.4% |
| 3M | +24.9% | -1.3% | +26.2% | +25.0% |
| 6M | +7.2% | +2.9% | +4.3% | +7.4% |
| YTD | +87.1% | +8.6% | +78.5% | +75.5% |
| 1Y | +107.2% | +6.3% | +100.8% | +94.4% |
| All | +107.2% | +6.1% | +101.1% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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