+48.1%
APA vs RUN
-7.3%
+55.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.6% |
| 7D | +8.5% | -13.5% | +22.1% | +9.4% |
| 30D | +2.8% | +18.3% | -15.5% | +1.3% |
| 3M | +21.7% | -12.5% | +34.2% | +22.3% |
| 6M | +32.6% | -40.3% | +72.9% | +36.2% |
| YTD | +103.7% | -53.1% | +156.8% | +110.3% |
| 1Y | +101.8% | -54.3% | +156.1% | +108.3% |
| 3Y | +48.1% | -6.5% | +54.6% | +21.4% |
| All | +48.1% | -7.3% | +55.4% | +21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling