+97.9%
APA vs MDY
+13.9%
+83.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -1.0% |
| 7D | +0.8% | -2.5% | +3.3% | -0.2% |
| 30D | +9.6% | -5.0% | +14.7% | +7.6% |
| 3M | +18.0% | +0.5% | +17.5% | +17.8% |
| 6M | +41.9% | +8.0% | +33.9% | +41.7% |
| YTD | +86.3% | +12.2% | +74.2% | +81.2% |
| 1Y | +97.9% | +14.0% | +83.9% | +89.0% |
| All | +97.9% | +13.9% | +83.9% | +89.0% |
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