-0.9%
APA vs GEN
+166.9%
-167.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -8.7% | -0.3% | -8.4% | -8.8% |
| 30D | -2.4% | +28.2% | -30.6% | -9.3% |
| 3M | +19.0% | +2.6% | +16.4% | +16.8% |
| 6M | +26.8% | +32.7% | -5.9% | +14.9% |
| YTD | +87.3% | +11.3% | +76.1% | +77.3% |
| 1Y | +92.3% | +17.9% | +74.4% | +78.7% |
| 3Y | +37.3% | +66.3% | -29.1% | +14.4% |
| 5Y | +73.2% | +31.7% | +41.5% | +49.7% |
| 10Y | -0.9% | +150.0% | -150.9% | -31.0% |
| All | -0.9% | +166.9% | -167.7% | -31.0% |
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