+39.4%
APA vs GEN
+37.7%
+1.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -3.5% |
| 7D | +0.5% | -1.2% | +1.7% | +0.4% |
| 30D | +23.4% | +10.1% | +13.3% | +25.1% |
| 3M | +12.7% | +16.1% | -3.4% | +15.9% |
| 6M | +39.4% | +38.9% | +0.6% | +45.2% |
| All | +39.4% | +37.7% | +1.7% | +45.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling