+88.8%
APA vs MDY
+17.9%
+70.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.1% |
| 7D | +0.5% | +0.1% | +0.4% | +0.6% |
| 30D | +23.4% | -1.5% | +24.9% | +22.8% |
| 3M | +12.7% | +0.8% | +11.9% | +13.2% |
| 6M | +39.4% | +7.4% | +32.0% | +43.4% |
| YTD | +79.0% | +15.2% | +63.8% | +75.6% |
| 1Y | +88.8% | +16.5% | +72.3% | +82.1% |
| All | +88.8% | +17.9% | +70.9% | +82.1% |
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