+88.8%
APA vs OTIS
-14.9%
+103.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.3% |
| 7D | +0.5% | -0.7% | +1.3% | +0.4% |
| 30D | +23.4% | -2.0% | +25.4% | +22.7% |
| 3M | +12.7% | +2.6% | +10.1% | +13.4% |
| 6M | +39.4% | -20.9% | +60.3% | +43.6% |
| YTD | +79.0% | -17.1% | +96.1% | +81.5% |
| 1Y | +88.8% | -15.9% | +104.7% | +102.8% |
| All | +88.8% | -14.9% | +103.7% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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