+10.3%
APA vs RUN
-35.6%
+45.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.6% |
| 7D | -1.7% | +10.2% | -11.8% | -2.4% |
| 30D | +15.7% | -9.6% | +25.3% | +16.4% |
| 3M | +16.5% | -31.5% | +48.0% | +19.1% |
| 6M | +35.1% | -18.7% | +53.8% | +34.9% |
| YTD | +82.2% | -49.9% | +132.1% | +87.9% |
| 1Y | +102.5% | -45.5% | +148.0% | +105.2% |
| 3Y | +10.3% | -34.1% | +44.4% | -0.5% |
| All | +10.3% | -35.6% | +45.9% | -0.5% |
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 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