+4.4%
APA vs GEN
+147.0%
-142.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.1% | +5.1% | +2.8% |
| 7D | +9.6% | -3.0% | +12.6% | +10.4% |
| 30D | -0.2% | +24.7% | -24.9% | -6.6% |
| 3M | +19.8% | +4.1% | +15.7% | +17.1% |
| 6M | +30.1% | +36.0% | -6.0% | +16.9% |
| YTD | +100.4% | +10.9% | +89.6% | +89.8% |
| 1Y | +105.2% | +12.2% | +93.0% | +93.7% |
| 3Y | +44.6% | +63.3% | -18.7% | +21.1% |
| 5Y | +88.8% | +29.0% | +59.8% | +64.1% |
| All | +4.4% | +147.0% | -142.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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