+27.2%
APA vs FE
+42.7%
-15.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.1% | +2.9% |
| 7D | -15.5% | -1.0% | -14.5% | -15.4% |
| 30D | +2.4% | +4.1% | -1.8% | +1.6% |
| 3M | +22.8% | -1.0% | +23.8% | +22.9% |
| 6M | +17.9% | +4.0% | +13.9% | +16.6% |
| YTD | +87.7% | +6.8% | +80.9% | +82.8% |
| 1Y | +94.2% | +5.3% | +88.9% | +89.7% |
| 3Y | +27.2% | +44.6% | -17.4% | +8.7% |
| All | +27.2% | +42.7% | -15.5% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling