+99.2%
APA vs FND
-45.0%
+144.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +2.8% |
| 7D | +0.3% | -0.8% | +1.1% | +0.2% |
| 30D | +9.3% | -19.6% | +28.9% | +3.8% |
| 3M | +23.3% | -4.3% | +27.7% | +22.6% |
| 6M | +39.5% | -20.4% | +59.9% | +42.1% |
| YTD | +87.6% | -21.9% | +109.5% | +92.6% |
| All | +99.2% | -45.0% | +144.3% | +104.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling