-12.9%
APA vs PODD
+770.9%
-783.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.5% |
| 7D | -5.5% | -4.4% | -1.2% | -4.9% |
| 30D | -1.2% | +9.4% | -10.6% | -3.5% |
| 3M | +10.6% | +3.6% | +6.9% | +9.0% |
| 6M | +28.4% | -4.0% | +32.4% | +27.3% |
| YTD | +89.7% | -47.9% | +137.7% | +113.9% |
| 1Y | +90.6% | -53.8% | +144.4% | +120.3% |
| 3Y | +36.9% | -4.5% | +41.4% | +30.1% |
| 5Y | +83.2% | -51.9% | +135.1% | +96.8% |
| 10Y | -0.1% | +308.9% | -309.0% | -36.9% |
| All | -12.9% | +770.9% | -783.8% | -64.6% |
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 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