+962.6%
APA vs PTC
+8,871.4%
-7,908.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +9.6% | +0.8% | +8.8% | +9.5% |
| 30D | -0.2% | +1.2% | -1.4% | -0.4% |
| 3M | +19.8% | +32.6% | -12.8% | +13.0% |
| 6M | +30.1% | +36.1% | -6.0% | +21.6% |
| YTD | +100.4% | +12.7% | +87.8% | +92.5% |
| 1Y | +105.2% | +10.2% | +95.0% | +97.7% |
| 3Y | +44.6% | +29.4% | +15.2% | +35.1% |
| 5Y | +88.8% | +61.1% | +27.7% | +69.5% |
| 10Y | +6.6% | +317.1% | -310.5% | -15.9% |
| All | +962.6% | +8,871.4% | -7,908.9% | +468.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling