+18.1%
APA vs FND
+57.3%
-39.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.2% |
| 7D | +0.3% | -0.8% | +1.1% | +0.4% |
| 30D | +9.3% | -19.6% | +28.9% | +16.1% |
| 3M | +23.3% | -4.3% | +27.7% | +21.9% |
| 6M | +39.5% | -20.4% | +59.9% | +42.6% |
| YTD | +87.6% | -21.9% | +109.5% | +91.6% |
| 1Y | +114.2% | -45.2% | +159.4% | +145.3% |
| 3Y | +13.6% | -49.2% | +62.8% | +26.4% |
| 5Y | +175.6% | -61.8% | +237.4% | +218.7% |
| All | +18.1% | +57.3% | -39.1% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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