-17.9%
APA vs PODD
+767.5%
-785.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.7% |
| 7D | +0.5% | +1.6% | -1.1% | +0.2% |
| 30D | +23.4% | +10.7% | +12.7% | +20.6% |
| 3M | +12.7% | +0.7% | +12.0% | +11.2% |
| 6M | +39.4% | -39.3% | +78.7% | +52.9% |
| YTD | +79.0% | -48.1% | +127.1% | +103.0% |
| 1Y | +88.8% | -57.4% | +146.3% | +123.0% |
| 3Y | +6.4% | -23.3% | +29.6% | +6.1% |
| 5Y | +153.0% | -51.3% | +204.2% | +171.9% |
| 10Y | +7.5% | +242.0% | -234.5% | -29.3% |
| All | -17.9% | +767.5% | -785.4% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling