+107.2%
APA vs ITOT
+14.7%
+92.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.5% | -8.4% | -5.3% |
| 7D | -13.0% | -0.7% | -12.3% | -13.4% |
| 30D | +2.0% | -1.1% | +3.1% | +1.2% |
| 3M | +24.9% | -0.8% | +25.7% | +24.3% |
| 6M | +7.2% | +7.0% | +0.2% | +15.7% |
| YTD | +87.1% | +13.3% | +73.8% | +116.7% |
| 1Y | +107.2% | +14.8% | +92.3% | +141.4% |
| All | +107.2% | +14.7% | +92.5% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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