+848.7%
APA vs PEG
+2,907.1%
-2,058.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.0% | -3.1% |
| 7D | +0.5% | +0.7% | -0.2% | +0.2% |
| 30D | +23.4% | -2.4% | +25.8% | +24.8% |
| 3M | +12.7% | -4.8% | +17.5% | +15.2% |
| 6M | +39.4% | -10.7% | +50.1% | +46.4% |
| YTD | +79.0% | -6.7% | +85.6% | +83.3% |
| 1Y | +88.8% | -6.8% | +95.7% | +93.4% |
| 3Y | +6.4% | +34.5% | -28.1% | -11.4% |
| 5Y | +153.0% | +35.8% | +117.2% | +107.2% |
| 10Y | +7.5% | +141.7% | -134.2% | -33.1% |
| All | +848.7% | +2,907.1% | -2,058.3% | +211.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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