+246.0%
APA vs ROIV
+248.8%
-2.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.9% |
| 7D | -15.6% | -2.4% | -13.2% | -15.5% |
| 30D | -0.9% | +3.1% | -4.0% | -1.2% |
| 3M | +26.1% | +5.8% | +20.2% | +25.1% |
| 6M | +6.1% | +29.3% | -23.2% | +3.1% |
| YTD | +82.8% | +68.8% | +14.1% | +72.3% |
| 1Y | +106.5% | +81.0% | +25.5% | +93.0% |
| 3Y | +21.9% | +294.6% | -272.7% | +5.2% |
| 5Y | +69.7% | +373.1% | -303.5% | +31.3% |
| All | +246.0% | +248.8% | -2.8% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling