-2.6%
APA vs PODD
+218.3%
-220.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +3.6% |
| 7D | +0.3% | -6.9% | +7.2% | +1.9% |
| 30D | +9.3% | -3.5% | +12.8% | +10.0% |
| 3M | +23.3% | -13.6% | +36.9% | +26.1% |
| 6M | +39.5% | -42.6% | +82.1% | +55.3% |
| YTD | +87.6% | -51.5% | +139.1% | +116.9% |
| 1Y | +114.2% | -60.9% | +175.1% | +159.8% |
| 3Y | +13.6% | -19.8% | +33.3% | +11.4% |
| 5Y | +175.6% | -54.4% | +230.0% | +202.3% |
| 10Y | -2.6% | +236.1% | -238.7% | -27.8% |
| All | -2.6% | +218.3% | -220.9% | -27.8% |
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