+69.8%
APA vs ROIV
+378.2%
-308.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.5% | +2.1% |
| 7D | -15.5% | +5.3% | -20.8% | -15.9% |
| 30D | +2.4% | +11.9% | -9.5% | +1.3% |
| 3M | +22.8% | +10.7% | +12.1% | +21.2% |
| 6M | +17.9% | +34.9% | -17.0% | +13.8% |
| YTD | +87.7% | +79.2% | +8.5% | +74.3% |
| 1Y | +94.2% | +89.0% | +5.2% | +79.0% |
| 3Y | +27.2% | +337.3% | -310.1% | +6.4% |
| All | +69.8% | +378.2% | -308.4% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling