+88.8%
APA vs MKTX
-8.5%
+97.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +0.5% | +0.4% | +0.1% | +0.5% |
| 30D | +23.4% | +1.1% | +22.3% | +23.3% |
| 3M | +12.7% | +36.1% | -23.4% | +10.3% |
| 6M | +39.4% | -12.9% | +52.3% | +45.4% |
| YTD | +79.0% | -8.5% | +87.5% | +86.1% |
| 1Y | +88.8% | -7.5% | +96.4% | +87.2% |
| All | +88.8% | -8.5% | +97.3% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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