+107.2%
APA vs IDXX
-2.6%
+109.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.9% | -10.8% | -5.6% |
| 7D | -13.0% | +24.1% | -37.0% | -5.9% |
| 30D | +2.0% | +32.5% | -30.6% | +12.2% |
| 3M | +24.9% | +18.8% | +6.1% | +33.6% |
| 6M | +7.2% | +24.0% | -16.9% | +16.9% |
| YTD | +87.1% | +3.3% | +83.8% | +101.7% |
| 1Y | +107.2% | -3.3% | +110.4% | +122.5% |
| All | +107.2% | -2.6% | +109.8% | +122.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling