+166.1%
APA vs FND
-61.9%
+228.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.6% | +6.4% | +2.6% |
| 7D | -1.7% | +0.4% | -2.1% | -1.8% |
| 30D | +15.7% | -23.6% | +39.3% | +20.6% |
| 3M | +16.5% | +4.3% | +12.1% | +13.3% |
| 6M | +35.1% | -20.3% | +55.4% | +37.7% |
| YTD | +82.2% | -21.3% | +103.5% | +85.4% |
| 1Y | +102.5% | -45.4% | +147.8% | +125.5% |
| 3Y | +10.3% | -48.9% | +59.2% | +19.6% |
| 5Y | +166.1% | -61.0% | +227.1% | +203.8% |
| All | +166.1% | -61.9% | +228.0% | +203.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling