+107.2%
APA vs MDY
+17.5%
+89.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.6% | -7.5% | -6.5% |
| 7D | -13.0% | +1.7% | -14.7% | -11.9% |
| 30D | +2.0% | +1.2% | +0.8% | +2.9% |
| 3M | +24.9% | -3.5% | +28.4% | +22.2% |
| 6M | +7.2% | +3.5% | +3.6% | +9.7% |
| YTD | +87.1% | +13.6% | +73.5% | +94.6% |
| 1Y | +107.2% | +17.1% | +90.1% | +115.9% |
| All | +107.2% | +17.5% | +89.7% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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