+895.0%
APA vs GEN
+8,588.0%
-7,693.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.6% | +5.3% | +3.0% |
| 7D | -15.5% | +2.3% | -17.8% | -15.8% |
| 30D | +2.4% | +33.1% | -30.7% | -1.6% |
| 3M | +22.8% | +6.5% | +16.3% | +21.1% |
| 6M | +17.9% | +53.8% | -35.9% | +10.3% |
| YTD | +87.7% | +11.2% | +76.5% | +82.6% |
| 1Y | +94.2% | +19.4% | +74.8% | +87.2% |
| 3Y | +27.2% | +81.0% | -53.8% | +15.9% |
| 5Y | +74.1% | +33.4% | +40.7% | +63.6% |
| 10Y | +2.6% | +164.3% | -161.7% | -12.2% |
| All | +895.0% | +8,588.0% | -7,693.0% | +490.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling