+85.4%
APA vs ROIV
+421.8%
-336.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.4% |
| 7D | +5.1% | +9.5% | -4.4% | +4.2% |
| 30D | +0.3% | +21.0% | -20.7% | -1.5% |
| 3M | +15.6% | +18.7% | -3.1% | +13.5% |
| 6M | +28.9% | +44.5% | -15.6% | +23.5% |
| YTD | +96.6% | +92.9% | +3.7% | +81.2% |
| 1Y | +95.5% | +100.2% | -4.7% | +79.2% |
| 3Y | +41.8% | +375.0% | -333.2% | +17.5% |
| 5Y | +85.4% | +435.2% | -349.8% | +32.4% |
| All | +85.4% | +421.8% | -336.4% | +32.4% |
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