+48.1%
APA vs MDY
+56.8%
-8.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +8.5% | +2.3% | +6.3% | +6.5% |
| 30D | +2.8% | +2.0% | +0.8% | +0.7% |
| 3M | +21.7% | -5.6% | +27.4% | +27.3% |
| 6M | +32.6% | +1.3% | +31.3% | +28.5% |
| YTD | +103.7% | +12.3% | +91.4% | +72.5% |
| 1Y | +101.8% | +15.8% | +86.0% | +64.3% |
| 3Y | +48.1% | +56.5% | -8.4% | -13.8% |
| All | +48.1% | +56.8% | -8.7% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling