+27.2%
APA vs GEN
+79.4%
-52.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.3% | +3.1% |
| 7D | -15.5% | +2.3% | -17.8% | -16.0% |
| 30D | +2.4% | +33.1% | -30.7% | -3.6% |
| 3M | +22.8% | +6.5% | +16.3% | +20.6% |
| 6M | +17.9% | +53.8% | -35.9% | +4.3% |
| YTD | +87.7% | +11.2% | +76.5% | +84.6% |
| 1Y | +94.2% | +19.4% | +74.8% | +85.9% |
| 3Y | +27.2% | +81.0% | -53.8% | +24.6% |
| All | +27.2% | +79.4% | -52.2% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling