+0.3%
APA vs FE
+107.4%
-107.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +2.8% |
| 7D | -15.5% | 0.0% | -15.5% | -15.5% |
| 30D | +2.4% | +5.2% | -2.8% | +0.4% |
| 3M | +22.8% | 0.0% | +22.8% | +22.5% |
| 6M | +17.9% | +5.0% | +12.9% | +15.2% |
| YTD | +87.7% | +7.9% | +79.8% | +80.8% |
| 1Y | +94.2% | +6.3% | +87.9% | +88.0% |
| 3Y | +27.2% | +46.0% | -18.8% | +7.3% |
| 5Y | +74.1% | +45.6% | +28.5% | +46.3% |
| All | +0.3% | +107.4% | -107.1% | -13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling