+238.6%
APA vs ROIV
+232.7%
+5.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.3% |
| 7D | +0.5% | +0.6% | -0.1% | +0.5% |
| 30D | +23.4% | +1.0% | +22.4% | +23.2% |
| 3M | +12.7% | +18.3% | -5.6% | +10.9% |
| 6M | +39.4% | +18.3% | +21.1% | +36.8% |
| YTD | +79.0% | +61.0% | +18.0% | +69.7% |
| 1Y | +88.8% | +177.9% | -89.1% | +69.2% |
| 3Y | +6.4% | +199.1% | -192.7% | -6.4% |
| 5Y | +153.0% | +250.7% | -97.7% | +83.7% |
| All | +238.6% | +232.7% | +5.9% | +134.5% |
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