+88.8%
APA vs OMC
+9.8%
+79.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -3.2% |
| 7D | +0.5% | -6.4% | +7.0% | +0.6% |
| 30D | +23.4% | +1.1% | +22.3% | +23.3% |
| 3M | +12.7% | +10.4% | +2.3% | +11.8% |
| 6M | +39.4% | -1.7% | +41.1% | +40.3% |
| YTD | +79.0% | +4.4% | +74.5% | +77.3% |
| 1Y | +88.8% | +8.4% | +80.4% | +86.8% |
| All | +88.8% | +9.8% | +79.1% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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