+4.5%
APA vs RUN
+74.1%
-69.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.1% | -0.5% | +2.9% |
| 7D | +5.1% | +3.2% | +1.9% | +4.1% |
| 30D | +0.3% | +19.5% | -19.2% | -3.7% |
| 3M | +15.6% | -9.6% | +25.2% | +16.1% |
| 6M | +28.9% | -37.3% | +66.2% | +35.8% |
| YTD | +96.6% | -50.7% | +147.3% | +108.3% |
| 1Y | +95.5% | -54.1% | +149.6% | +108.8% |
| 3Y | +41.8% | -3.9% | +45.7% | 0.0% |
| 5Y | +85.4% | -84.4% | +169.8% | +83.3% |
| 10Y | +4.5% | +77.5% | -72.9% | -60.5% |
| All | +4.5% | +74.1% | -69.5% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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