+94.2%
APA vs FE
+6.2%
+88.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +2.6% |
| 7D | -15.5% | 0.0% | -15.5% | -15.5% |
| 30D | +2.4% | +5.2% | -2.8% | +2.7% |
| 3M | +22.8% | 0.0% | +22.8% | +22.8% |
| 6M | +17.9% | +5.0% | +12.9% | +18.3% |
| YTD | +87.7% | +7.9% | +79.8% | +77.7% |
| 1Y | +94.2% | +6.3% | +87.9% | +83.0% |
| All | +94.2% | +6.2% | +88.0% | +83.0% |
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