-13.9%
APA vs PODD
+761.8%
-775.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.2% | +8.8% | +4.0% |
| 7D | -15.5% | -2.1% | -13.4% | -15.4% |
| 30D | +2.4% | +9.0% | -6.7% | 0.0% |
| 3M | +22.8% | +5.2% | +17.6% | +20.7% |
| 6M | +17.9% | -3.2% | +21.1% | +16.6% |
| YTD | +87.7% | -48.5% | +136.1% | +112.1% |
| 1Y | +94.2% | -54.7% | +148.9% | +125.5% |
| 3Y | +27.2% | -7.8% | +35.0% | +21.9% |
| 5Y | +74.1% | -52.4% | +126.6% | +87.6% |
| 10Y | +2.6% | +315.9% | -313.2% | -35.3% |
| All | -13.9% | +761.8% | -775.7% | -64.9% |
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