-2.6%
APA vs GEN
+150.6%
-153.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.1% | +3.0% |
| 7D | +0.3% | -2.9% | +3.2% | +1.1% |
| 30D | +9.3% | +2.1% | +7.3% | +8.5% |
| 3M | +23.3% | +19.7% | +3.6% | +16.5% |
| 6M | +39.5% | +33.3% | +6.2% | +26.4% |
| YTD | +87.6% | +11.1% | +76.5% | +79.3% |
| 1Y | +114.2% | +3.0% | +111.2% | +109.5% |
| 3Y | +13.6% | +57.9% | -44.3% | -3.1% |
| 5Y | +175.6% | +20.6% | +155.0% | +147.0% |
| 10Y | -2.6% | +153.2% | -155.9% | -33.3% |
| All | -2.6% | +150.6% | -153.2% | -33.3% |
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