+107.2%
APA vs SBAC
+2.4%
+104.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.8% | -12.7% | -7.0% |
| 7D | -13.0% | +5.8% | -18.8% | -13.1% |
| 30D | +2.0% | +20.8% | -18.8% | +1.4% |
| 3M | +24.9% | +4.8% | +20.2% | +24.7% |
| 6M | +7.2% | -9.1% | +16.3% | +6.4% |
| YTD | +87.1% | +3.1% | +84.0% | +84.1% |
| 1Y | +107.2% | +2.2% | +105.0% | +105.2% |
| All | +107.2% | +2.4% | +104.8% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling