+88.8%
APA vs NTR
+43.1%
+45.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.3% |
| 7D | +0.5% | +8.1% | -7.6% | -4.0% |
| 30D | +23.4% | +18.8% | +4.6% | +11.1% |
| 3M | +12.7% | +16.2% | -3.5% | +2.7% |
| 6M | +39.4% | +9.8% | +29.7% | +30.7% |
| YTD | +79.0% | +30.9% | +48.1% | +53.4% |
| 1Y | +88.8% | +41.8% | +47.1% | +57.7% |
| All | +88.8% | +43.1% | +45.7% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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