+4.5%
APA vs PTC
+317.3%
-312.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | +5.1% | +0.5% | +4.6% | +4.8% |
| 30D | +0.3% | +0.9% | -0.6% | -0.1% |
| 3M | +15.6% | +30.4% | -14.7% | -1.3% |
| 6M | +28.9% | +34.4% | -5.5% | +6.8% |
| YTD | +96.6% | +12.6% | +84.0% | +75.9% |
| 1Y | +95.5% | +10.2% | +85.3% | +76.7% |
| 3Y | +41.8% | +29.4% | +12.4% | +12.6% |
| 5Y | +85.4% | +63.7% | +21.7% | +24.4% |
| 10Y | +4.5% | +316.9% | -312.3% | -52.9% |
| All | +4.5% | +317.3% | -312.8% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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