+285.4%
APA vs ROIV
+276.5%
+9.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.7% |
| 7D | +8.5% | +1.7% | +6.9% | +8.4% |
| 30D | +2.8% | +17.6% | -14.8% | +1.4% |
| 3M | +21.7% | +9.0% | +12.8% | +20.5% |
| 6M | +32.6% | +35.3% | -2.7% | +28.5% |
| YTD | +103.7% | +82.2% | +21.5% | +90.7% |
| 1Y | +101.8% | +92.3% | +9.5% | +87.8% |
| 3Y | +48.1% | +336.8% | -288.7% | +26.8% |
| 5Y | +91.9% | +370.6% | -278.7% | +46.8% |
| All | +285.4% | +276.5% | +9.0% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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