+48.1%
APA vs ITOT
+77.6%
-29.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | +8.5% | +2.5% | +6.1% | +6.5% |
| 30D | +2.8% | -1.7% | +4.5% | +3.8% |
| 3M | +21.7% | -3.4% | +25.1% | +24.4% |
| 6M | +32.6% | +2.1% | +30.5% | +28.2% |
| YTD | +103.7% | +11.5% | +92.2% | +77.8% |
| 1Y | +101.8% | +13.6% | +88.2% | +71.8% |
| 3Y | +48.1% | +77.2% | -29.2% | -28.1% |
| All | +48.1% | +77.6% | -29.6% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling