+866.0%
APA vs NUE
+14,354.5%
-13,488.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.6% |
| 7D | -1.7% | +1.8% | -3.5% | -2.5% |
| 30D | +15.7% | -6.0% | +21.7% | +18.4% |
| 3M | +16.5% | +1.4% | +15.0% | +14.5% |
| 6M | +35.1% | +52.8% | -17.7% | +9.3% |
| YTD | +82.2% | +58.1% | +24.1% | +45.1% |
| 1Y | +102.5% | +80.4% | +22.0% | +50.9% |
| 3Y | +10.3% | +62.3% | -52.0% | -15.3% |
| 5Y | +166.1% | +146.2% | +19.9% | +62.6% |
| 10Y | -4.9% | +549.5% | -554.4% | -59.1% |
| All | +866.0% | +14,354.5% | -13,488.5% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 all: compounded portfolio wealth divided by compounded NUE 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…
all analysis · Full analysis span regression · 6 months rolling