+105.2%
APA vs PTC
+10.3%
+94.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +9.6% | +0.8% | +8.8% | +9.6% |
| 30D | -0.2% | +1.2% | -1.4% | -0.2% |
| 3M | +19.8% | +32.6% | -12.8% | +20.1% |
| 6M | +30.1% | +36.1% | -6.0% | +31.7% |
| YTD | +100.4% | +12.7% | +87.8% | +96.7% |
| 1Y | +105.2% | +10.2% | +95.0% | +101.3% |
| All | +105.2% | +10.3% | +94.9% | +101.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling