+4.4%
APA vs PODD
+315.5%
-311.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | +9.6% | -4.4% | +14.0% | +10.6% |
| 30D | -0.2% | +8.1% | -8.3% | -2.3% |
| 3M | +19.8% | +2.9% | +16.9% | +18.4% |
| 6M | +30.1% | -5.7% | +35.8% | +29.5% |
| YTD | +100.4% | -47.5% | +147.9% | +127.1% |
| 1Y | +105.2% | -55.7% | +160.9% | +142.0% |
| 3Y | +44.6% | -3.7% | +48.4% | +35.7% |
| 5Y | +88.8% | -52.6% | +141.4% | +105.5% |
| All | +4.4% | +315.5% | -311.1% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling