+90.6%
APA vs IRE
-98.1%
+188.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -15.8% | +17.1% | +1.0% |
| 7D | -5.5% | -41.9% | +36.4% | -6.5% |
| 30D | -1.2% | -75.1% | +73.9% | -3.9% |
| 3M | +10.6% | -82.4% | +92.9% | +7.0% |
| 6M | +28.4% | -95.5% | +124.0% | +23.4% |
| YTD | +89.7% | -93.1% | +182.8% | +81.7% |
| 1Y | +90.6% | -97.8% | +188.4% | +87.5% |
| All | +90.6% | -98.1% | +188.7% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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